|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
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|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
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|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Untitled Investments Lp
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Land & Buildings Investment Management, LLC
|
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|
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|
|
New York State Common Retirement Fund
|
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|
|
|
|
Shayne & Co., Llc
|
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|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Canopy Partners, LLC
|
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|
Intech Investment Management Llc
|
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|
CX Institutional
|
|
|
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|
|
Binnacle Investments Inc
|
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|
Systematic Alpha Investments, LLC
|
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|
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|
|
Vinva Investment Management Ltd
|
|
|
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|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
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|
|
|
SageView Advisory Group, LLC
|
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|
|
E. Ohman J:or Asset Management AB
|
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|
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|
|
Quest Partners LLC
|
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|
|
Millennium Management Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
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|
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|
|
Bridges Investment Management Inc
|
|
|
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|
|
Busey Wealth Management
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Cwm, Llc
|
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|
|
|
Union Savings Bank
|
|
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|
Amundi
|
|
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|
|
Sigma Planning Corp
|
|
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|
Securian Asset Management, Inc
|
|
|
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|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Hahn Capital Management Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Xn Lp
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Voya Prime Rate Trust
|
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Mbb Public Markets I Llc
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Cartenna Capital, LP
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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|
Park Presidio Capital Llc
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
True Wealth Design, LLC
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
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|
CBIZ Investment Advisory Services, LLC
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Delta Global Management LP
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Ubs Asset Management Americas Inc
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Sterling Capital Management LLC
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Wealth Preservation Advisors, LLC
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Shufro Rose & Co Llc
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Hrt Financial Lp
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Baker Tilly Financial, Llc
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Principal Securities, Inc.
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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Skopos Labs, Inc.
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Buckingham Strategic Partners
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Cromwell Holdings LLC
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Manufacturers Life Insurance Company, The
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MJT & Associates Financial Advisory Group, Inc.
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Citigroup Inc
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Police & Firemen's Retirement System of New Jersey
|
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Global Retirement Partners, LLC
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FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
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|
Capital Analysts, Inc.
|
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Qsemble Capital Management, LP
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VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
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Aster Capital Management (DIFC) Ltd
|
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Quantbot Technologies LP
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Partners Capital Investment Group, Llp
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Caisse Des Depots Et Consignations
|
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LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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O'shaughnessy Asset Management, Llc
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TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
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Principal Financial Group Inc
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Warren Averett Asset Management, LLC
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Ariel Investments, Llc
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Wolverine Trading, Llc
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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Czech National Bank
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Rafferty Asset Management, LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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First Horizon Advisors, Inc.
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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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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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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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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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Banque Cantonale Vaudoise
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Private Trust Co Na
|
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Wellington Management Group Llp
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Public Sector Pension Investment Board
|
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Swiss National Bank
|
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United Community Bank
|
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Fisher Asset Management, LLC
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New York State Teachers Retirement System
|
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Sequoia Financial Advisors, LLC
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
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|
Beacon Pointe Advisors, LLC
|
|
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
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|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
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|
Janus Henderson Group Plc
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
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|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
|
|
|
|
|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
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SCS Capital Management LLC
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Bridgewater Advisors Inc.
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Arcadia Investment Management Corp/mi
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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B. Metzler seel. Sohn & Co. AG
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Korea Investment CORP
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Citizens Financial Group Inc/ri
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DoubleLine ETF Adviser LP
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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Equitable Trust Co
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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Quarry LP
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Gw Henssler & Associates Ltd
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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Eisler Capital Management Ltd.
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Comerica Bank
|
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Cubist Systematic Strategies, LLC
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University Of Texas/texas Am Investment Managment Co
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Banco Santander, S.A.
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Golden State Wealth Management, LLC
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Circle Wealth Management, LLC
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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Pacifica Partners Inc.
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Vance Wealth, Inc.
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
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Baader Bank INC
|
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Voya Investment Management Llc
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
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Park Avenue Securities Llc
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
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Ogorek Anthony Joseph /ny/ /adv
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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Blair William & Co/il
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Lord, Abbett & Co. Llc
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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Canada Pension Plan Investment Board
|
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Cibc World Markets Corp
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Intrua Financial, LLC
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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Jlb & Associates Inc
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
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Mutual Of America Capital Management Llc
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Twin Capital Management Inc
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CI Private Wealth, LLC
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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Brevan Howard Capital Management LP
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Asset Management One Co., Ltd.
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Aprio Wealth Management, LLC
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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SRS Capital Advisors, Inc.
|
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Whalen Wealth Management Inc.
|
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Old National Bancorp /in/
|
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West Branch Capital LLC
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Integrated Advisors Network LLC
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Spire Wealth Management
|
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Gluskin Sheff & Assoc Inc
|
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|
Pflug Koory, LLC
|
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|
CAPROCK Group, Inc.
|
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|
Western Pacific Wealth Management, LP
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Westpac Banking Corp
|
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|
CENTRAL TRUST Co
|
|
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|
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|
DiNuzzo Private Wealth, Inc.
|
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|
DekaBank Deutsche Girozentrale
|
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|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
|
Rehmann Capital Advisory Group
|
|
|
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|
West Family Investments, Inc.
|
|
|
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|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Gallagher Fiduciary Advisors, LLC
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
ICONIQ Capital, LLC
|
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|
Valeo Financial Advisors, LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Heritage Wealth Advisors
|
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HFM Investment Advisors, LLC
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MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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|
Private Wealth Management Group, LLC
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
Relyea Zuckerberg Hanson LLC
|
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CWA Asset Management Group, LLC
|
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Trifecta Capital Advisors, LLC
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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Alphinity Investment Management Pty Ltd
|
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Jackson, Grant Investment Advisers, Inc.
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Dorsey & Whitney Trust CO LLC
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Canada Post Corp Registered Pension Plan
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Avion Wealth
|
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WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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Horizon Investments, LLC
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Meridian Financial Partners LLC
|
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Findlay Park Partners LLP
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Westside Investment Management, Inc.
|
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FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
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Covenant Partners, LLC
|
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Highline Wealth Partners Llc
|
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PineBridge Investments, L.P.
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Treasurer of the State of North Carolina
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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Boston Private Wealth Llc
|
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Linden Thomas Advisory Services, LLC
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DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
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Freestone Capital Holdings, LLC
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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SummitTX Capital, L.P.
|
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Aptus Capital Advisors, LLC
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Gateway Investment Advisers Llc
|
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Marks Group Wealth Management, Inc
|
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Tower Research Capital LLC (TRC)
|
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Mitsubishi UFJ Trust & Banking Corp
|
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SG Americas Securities, LLC
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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Allspring Global Investments Holdings, LLC
|
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Wedbush Securities Inc
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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Triune Financial Partners, LLC
|
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Nuveen, LLC
|
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Impax Asset Management Group plc
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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Quest 10 Wealth Builders, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
Rakuten Securities, Inc.
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Bamco Inc /ny/
|
|
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|
Assenagon Asset Management S.A.
|
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Smithfield Trust Co
|
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|
Vise Technologies, Inc.
|
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FORA Capital, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Tocqueville Asset Management L.p.
|
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QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
|
|
|
|
|
Exor Capital LLP
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Waterfront Capital Partners, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Vision Capital Corp
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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GFI Investment Counsel Ltd.
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Jennison Associates Llc
|
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JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
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ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Dean Capital Management
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
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James Investment Research Inc
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Ci Investments Inc.
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CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
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Ycg, Llc
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FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
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VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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NorthCrest Asset Manangement, LLC
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Personal Cfo Solutions, Llc
|
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Dana Investment Advisors, Inc.
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Worldquant Millennium Advisors Llc
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Barnes Dennig Private Wealth Management LLC
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Nemes Rush Group LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Grove Bank & Trust
|
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OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Nvwm, Llc
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Montag A & Associates Inc
|
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VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
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ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
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Entropy Technologies, LP
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
|
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Third Avenue Management Llc
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
Xponance, Inc.
|
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MetLife Investment Management, LLC
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Condor Capital Management
|
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Toroso Investments, LLC
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Amalgamated Bank
|
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Nordea Investment Management Ab
|
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Callan Family Office, LLC
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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GW&K Investment Management, LLC
|
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
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|
Evercore Wealth Management, LLC
|
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Zions Bancorporation, National Association /ut/
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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Point72 Asset Management, L.P.
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
Atria Wealth Solutions, Inc.
|
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Farmers & Merchants Investments Inc
|
|
|
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|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
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|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
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|
|
Oppenheimer Asset Management Inc.
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
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|
D.B. Root & Company, LLC
|
|
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
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|
Qrg Capital Management, Inc.
|
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GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
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|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
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|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
HGI Capital Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Robertson Opportunity Capital, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Prescott Group Capital Management, L.l.c.
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Stone House Investment Management, LLC
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Dunhill Financial, LLC
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First United Bank Trust/
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
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Fulton Bank, N.a.
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
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Employees Retirement System of Texas
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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VCULX - VALIC Co I - Growth Fund
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WealthCollab, LLC
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Allianz Asset Management GmbH
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OMERS ADMINISTRATION Corp
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Synovus Financial Corp
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Dai-Ichi Life Insurance Company, Ltd
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IFM Investors Pty Ltd
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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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IMA Wealth, Inc.
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iA Global Asset Management Inc.
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PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
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Ashton Thomas Private Wealth, LLC
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Waterloo Capital, L.P.
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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CIBC World Markets Inc.
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
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REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
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Fuller & Thaler Asset Management, Inc.
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Parnassus Investments /ca
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Commerzbank Aktiengesellschaft /fi
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
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JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF
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Clear Street Markets Llc
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Mechanics Bank Trust Department
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
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Mercer Global Advisors Inc /adv
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EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
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Ronald Blue Trust, Inc.
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Penserra Capital Management LLC
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Greenfield Savings Bank
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
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XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Baird Financial Group, Inc.
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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Forum Financial Management, LP
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
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Legacy Financial Advisors, Inc.
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Old Point Trust & Financial Services N A
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Oversea-Chinese Banking CORP Ltd
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Graham Capital Management, L.P.
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ProShare Advisors LLC
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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Evermay Wealth Management Llc
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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Sovereign's Capital Management, LLC
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
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Boston Common Asset Management, LLC
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SJS Investment Consulting Inc.
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Siemens Fonds Invest GmbH
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Pathstone Holdings, LLC
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Guggenheim Strategic Opportunities Fund
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
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|
LRI Investments, LLC
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Colony Capital, Inc.
|
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Allianzgi Equity & Convertible Income Fund
|
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TD Capital Management LLC
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NEOS ETF Trust - NEOS Real Estate High Income ETF
|
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JTC Employer Solutions Trusteee Ltd
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
Klp Kapitalforvaltning As
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
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|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
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|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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|
Edmond De Rothschild Holding S.a.
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
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|
Union Bancaire Privee, UBP SA
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
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|
|
Ascent Group, LLC
|
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|
Plato Investment Management Ltd
|
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|
Cinctive Capital Management LP
|
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|
Truist Financial Corp
|
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|
Maven Securities LTD
|
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|
Sowell Financial Services LLC
|
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|
Vanguard Group Inc
|
|
|
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|
|
Two Sigma Advisers, Lp
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Strs Ohio
|
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|
ProVise Management Group, LLC
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
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|
Iron Financial, LLC
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
|
Conning Inc.
|
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|
Atticus Wealth Management, Llc
|
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|
Parkside Financial Bank & Trust
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
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|
|
|
Total Investment Management Inc
|
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|
|
Eukles Asset Management
|
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|
|
Cornerstone Strategic Value Fund Inc
|
|
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|
|
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Osborne Partners Capital Management, Llc
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
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|
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
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|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Kempen Capital Management N.v.
|
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|
Asset Dedication, LLC
|
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|
Northeast Financial Consultants Inc
|
|
|
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|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
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|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
|
Solstein Capital, LLC
|
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|
|
Janney Montgomery Scott LLC
|
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|
Salomon & Ludwin, LLC
|
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|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
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|
SOA Wealth Advisors, LLC.
|
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Invesco Ltd.
|
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|
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|
Renaissance Technologies Llc
|
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|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
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|
C M Bidwell & Associates Ltd
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
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|
Atalanta Sosnoff Capital, Llc
|
|
|
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|
|
Diversified Trust Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
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|
|
Federation des caisses Desjardins du Quebec
|
|
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|
Howard Hughes Medical Institute
|
|
|
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|
Groupe la Francaise
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
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|
MCF Advisors LLC
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
|
Graypoint LLC
|
|
|
|
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|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
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|
Bay Harbor Wealth Management, LLC
|
|
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|
Versor Investments LP
|
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
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|
|
Accuvest Global Advisors
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Atlas Capital Advisors Llc
|
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Mv Capital Management, Inc.
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OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
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|
Varma Mutual Pension Insurance Co
|
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|
Brown, Lisle/cummings, Inc.
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|
Templeton Global Income Fund
|
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|
Massachusetts Financial Services Co /ma/
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
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Umb Bank N A/mo
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Knights of Columbus Asset Advisors LLC
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Yousif Capital Management, Llc
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Bayforest Capital Ltd
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DAVENPORT & Co LLC
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Texas Permanent School Fund
|
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Park Place Capital Corp
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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Rhumbline Advisers
|
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Arizona State Retirement System
|
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Evergreen Capital Management Llc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Savant Capital, LLC
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First Financial Corp /in/
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Trust Point Inc.
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Bessemer Group Inc
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
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FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
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Stifel Financial Corp
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WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
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Profunds - Profund Vp Ultrabull
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Kendall Capital Management
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Evoke Wealth, Llc
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BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
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Point72 Asia (Singapore) Pte. Ltd.
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TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
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Twin Peaks Wealth Advisors, LLC
|
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Russell Investments Group, Ltd.
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WealthTrak Capital Management LLC
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Marcum Wealth, LLC
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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Evelyn Partners Asset Management Ltd
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Virtus Investment Advisers, Inc.
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Clean Yield Group
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
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HHM Wealth Advisors, LLC
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Aqr Capital Management Llc
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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NewSquare Capital LLC
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|
Crestwood Advisors Group LLC
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
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Moneta Group Investment Advisors Llc
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
EverSource Wealth Advisors, LLC
|
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Squarepoint Ops LLC
|
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|
Allworth Financial LP
|
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|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
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|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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|
Candriam Luxembourg S.C.A.
|
|
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|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
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|
|
|
Toth Financial Advisory Corp
|
|
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|
|
Parallel Advisors, LLC
|
|
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|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
First Trust Advisors Lp
|
|
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|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
ValueAct Holdings, L.P.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
|
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Dean Investment Associates, Llc
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Obermeyer Wood Investment Counsel, Lllp
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PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Whipplewood Advisors, LLC
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Royal Bank Of Canada
|
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Andra AP-fonden
|
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Wolff Wiese Magana Llc
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KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
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Pitcairn Co
|
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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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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Meridian Wealth Management, LLC
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Morey & Quinn Wealth Partners, LLC
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Leavell Investment Management, Inc.
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Price T Rowe Associates Inc /md/
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Financial Management Professionals, Inc.
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Patton Fund Management, Inc.
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Guggenheim Capital Llc
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Valued Wealth Advisors LLC
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
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GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Hunter Associates Investment Management Llc
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Norinchukin Bank, The
|
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Private Wealth Asset Management, LLC
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JustInvest LLC
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Huntington National Bank
|
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Centersquare Investment Management Llc
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Trust Co Of Toledo Na /oh/
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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Ieq Capital, Llc
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Ritholtz Wealth Management
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Steward Partners Investment Advisory, Llc
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Levin Capital Strategies, L.p.
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Dynamic Advisor Solutions LLC
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Nisa Investment Advisors, Llc
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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Daiwa Securities Group Inc.
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PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
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PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
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Cetera Investment Advisers
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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Sentry Investment Management Llc
|
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Transcend Wealth Collective, Llc
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Balyasny Asset Management Llc
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Farallon Capital Management Llc
|
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Alta Advisers Ltd
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Commonwealth Equity Services, Llc
|
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Bank Of Montreal /can/
|
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LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
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|
Shikiar Asset Management Inc
|
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|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Kentucky Retirement Systems
|
|
|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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|
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|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Studio Investment Management Llc
|
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|
Copperwynd Financial, LLC
|
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|
Wells Fargo & Company/mn
|
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|
Texas Yale Capital Corp.
|
|
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|
Empirical Finance, LLC
|
|
|
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Gladstone Capital Management LLP
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
Hazelview Securities Inc.
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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EP Wealth Advisors, Inc.
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Bellevue Asset Management, Llc
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Fortitude Family Office, LLC
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Vestmark Advisory Solutions, Inc.
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
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Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
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SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
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Union Heritage Capital, LLC
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Axq Capital, Lp
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NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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CIBC Private Wealth Group, LLC
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Hanson & Doremus Investment Management
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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D. E. Shaw & Co., Inc.
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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