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Keyes, Stange & Wooten Wealth Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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Tredje AP-fonden
|
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TCTC Holdings, LLC
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IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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Royal London Asset Management Ltd
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
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High Note Wealth, LLC
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Norinchukin Bank, The
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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NorthCrest Asset Manangement, LLC
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Teacher Retirement System Of Texas
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Profunds - Profund Vp Consumer Services
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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Cibc World Markets Corp
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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Shariaportfolio, Inc.
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Independence Bank of Kentucky
|
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Donoghue Forlines LLC
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Lifeworks Advisors, LLC
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Candriam Luxembourg S.C.A.
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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Cetera Trust Company, N.A
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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Level Four Advisory Services, Llc
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RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
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Tompkins Financial Corp
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Bowman & Co S.C.
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Allspring Global Investments Holdings, LLC
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Pensionmark Financial Group, Llc
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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Dorsey & Whitney Trust CO LLC
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Foster & Motley Inc
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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Park Square Financial Group, LLC
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Salem Investment Counselors Inc
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Martingale Asset Management L P
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Manning & Napier Advisors Llc
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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Concurrent Investment Advisors, LLC
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Park Place Capital Corp
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Stevens Capital Management Lp
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Bfsg, Llc
|
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Activest Wealth Management
|
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Envestnet Asset Management Inc
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Mizuho Securities Usa Llc
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Buckley Wealth Management, LLC
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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D. E. Shaw & Co., Inc.
|
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Arizona State Retirement System
|
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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Kovitz Investment Group Partners, LLC
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
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McElhenny Sheffield Capital Management, LLC
|
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Johnson Investment Counsel Inc
|
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Hm Payson & Co
|
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J. Safra Sarasin Holding AG
|
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Itau Unibanco Holding S.A.
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Macquarie Group Ltd
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Quarry LP
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
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|
Brinker Capital Investments, LLC
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Deutsche Bank Ag\
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Capital Fund Management S.a.
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
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|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
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|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
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|
Achmea Investment Management B.V.
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
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|
Barclays Plc
|
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|
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|
|
American Capital Advisory, LLC
|
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|
Blair William & Co/il
|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
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|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Binnacle Investments Inc
|
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|
Jensen Investment Management Inc
|
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|
Citadel Advisors Llc
|
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|
SBI Securities Co., Ltd.
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Kestra Investment Management, LLC
|
|
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|
Rhumbline Advisers
|
|
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
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|
Keybank National Association/oh
|
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|
Pitcairn Co
|
|
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
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|
Glenmede Trust Co Na
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
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|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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|
Stonebrook Private Inc.
|
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LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
PrairieView Partners, LLC
|
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
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|
Colonial Trust Co / SC
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
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|
Ameriprise Financial Inc
|
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|
Brighton Jones Llc
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Rsm Us Wealth Management Llc
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
M&G Plc
|
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Axa S.a.
|
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Tokio Marine Asset Management Co Ltd
|
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SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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Park Avenue Securities Llc
|
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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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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
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|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
Federated Hermes, Inc.
|
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MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
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|
Umb Bank N A/mo
|
|
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|
|
Applied Finance Capital Management, LLC
|
|
|
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|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Berkley W R Corp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
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|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Pensionfund Sabic
|
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|
Capital Analysts, Inc.
|
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Susquehanna International Group, Llp
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
Patton Fund Management, Inc.
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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|
LVW Advisors, LLC
|
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|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
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|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
New Millennium Group LLC
|
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Hancock Whitney Corp
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
Probity Advisors, Inc.
|
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Raleigh Capital Management Inc.
|
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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Aster Capital Management (DIFC) Ltd
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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Thrivent Financial For Lutherans
|
|
|
|
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DoubleLine ETF Adviser LP
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Arrowstreet Capital, Limited Partnership
|
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Aqr Capital Management Llc
|
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SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
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|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
Curat Global, LLC
|
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|
Cerity Partners LLC
|
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Northern Oak Wealth Management Inc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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111 Capital
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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Hennessy Advisors Inc
|
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Skopos Labs, Inc.
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Federation des caisses Desjardins du Quebec
|
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Adirondack Trust Co
|
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Pallas Capital Advisors LLC
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Integrated Wealth Concepts LLC
|
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IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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BlackRock, Inc.
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Bingham Private Wealth, Llc
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Yousif Capital Management, Llc
|
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Captrust Financial Advisors
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Guggenheim Capital Llc
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
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|
|
Vanguard Group Inc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
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|
Apollon Wealth Management, LLC
|
|
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|
|
Gables Capital Management Inc.
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
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Viking Fund Management Llc
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
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|
Hoxton Planning & Management, LLC
|
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
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|
|
ASR Vermogensbeheer N.V.
|
|
|
|
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
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|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
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|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
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|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
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|
|
Horizon Investments, LLC
|
|
|
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|
Valued Wealth Advisors LLC
|
|
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|
|
Total Investment Management Inc
|
|
|
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|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
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|
Vinva Investment Management Ltd
|
|
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|
Bank Of America Corp /de/
|
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|
Prospera Financial Services Inc
|
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|
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
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|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
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|
Brookstone Capital Management
|
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|
1620 Investment Advisors, Inc.
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
CVA Family Office, LLC
|
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|
Twin Capital Management Inc
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Siemens Fonds Invest GmbH
|
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|
SOUTH STATE Corp
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Fisher Funds Management LTD
|
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White Pine Capital Llc
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
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|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
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|
Spirepoint Private Client, Llc
|
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Gsa Capital Partners Llp
|
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|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
NewSquare Capital LLC
|
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|
Kingsview Wealth Management, LLC
|
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|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
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|
Bellwether Advisors, LLC
|
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|
Avantax Advisory Services, Inc.
|
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|
KBC Group NV
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
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|
Glenmede Investment Management, LP
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
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|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
Wellington Management Group Llp
|
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|
Atlantic Union Bankshares Corp
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Alliancebernstein L.p.
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
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|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
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|
Wealthcare Advisory Partners LLC
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
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|
Pinnacle Bancorp, Inc.
|
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|
Rise Advisors, LLC
|
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|
Andra AP-fonden
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Shellback Capital, LP
|
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|
Richardson Financial Services Inc.
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
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|
Armistice Capital, Llc
|
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|
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|
Sentry Investment Management Llc
|
|
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|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
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|
IFP Advisors, Inc
|
|
|
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|
CIBC Asset Management Inc
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Evolution Wealth Management Inc.
|
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KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
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|
Rexford Capital Inc
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
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Impact Partnership Wealth, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
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|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
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|
Polymer Capital Management (US) LLC
|
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|
Public Employees Retirement Association Of Colorado
|
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Millennium Management Llc
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Westpac Banking Corp
|
|
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Mv Capital Management, Inc.
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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|
Metis Global Partners, LLC
|
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Richard W. Paul & Associates, LLC
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
Conning Inc.
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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|
Disciplined Equity Management, Inc.
|
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|
Humankind Investments LLC
|
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|
Atria Investments Llc
|
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|
Linden Thomas Advisory Services, LLC
|
|
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Lido Advisors, LLC
|
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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|
Whipplewood Advisors, LLC
|
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|
N.E.W. Advisory Services LLC
|
|
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|
Smithfield Trust Co
|
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
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|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
Harbor Investment Advisory, Llc
|
|
|
|
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|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
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|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
PFSLX - PARADIGM FUNDS - Paradigm Select Fund
|
|
|
|
|
|
Towle & Co
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Boreal Capital Management LLC
|
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Rothschild Investment Llc
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Legacy Wealth Managment, LLC/ID
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Robeco Institutional Asset Management B.V.
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Arjuna Capital
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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Asset Management One Co., Ltd.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Pacer Advisors, Inc.
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Polianta Ltd
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
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SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Mount Yale Investment Advisors, LLC
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CoreCap Advisors, LLC
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Ascent Group, LLC
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Wetherby Asset Management Inc
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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Maryland State Retirement & Pension System
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State Street Corp
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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Skylands Capital, LLC
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Comprehensive Financial Consultants Institutional, Inc.
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IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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Valley National Advisers Inc
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Jfs Wealth Advisors, Llc
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Voloridge Investment Management, Llc
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Farther Finance Advisors, LLC
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PACIFIC SELECT FUND - Value Advantage Portfolio Class I
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PARK CIRCLE Co
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James Investment Research Inc
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Profunds - Profund Vp Bull
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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Boothbay Fund Management, Llc
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Huntington National Bank
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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DVY - iSHARES TRUST - iShares Select Dividend ETF
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Institutional Investment Strategy Fund
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
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Hilltop Holdings Inc.
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OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
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Gateway Investment Advisers Llc
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PineBridge Investments, L.P.
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Montag A & Associates Inc
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My Legacy Advisors, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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Aegon Asset Management Uk Plc
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Neuberger Berman Group LLC
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Meeder Asset Management Inc
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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Versor Investments LP
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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Louisiana State Employees Retirement System
|
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Bank Hapoalim Bm
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Peak6 Llc
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Ccm Investment Group, Llc
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Nbc Securities, Inc.
|
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Golden State Wealth Management, LLC
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|
Css Llc/il
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Financial Management Professionals, Inc.
|
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|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
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|
Cubist Systematic Strategies, LLC
|
|
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
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|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
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|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
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|
Assenagon Asset Management S.A.
|
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|
Old National Bancorp /in/
|
|
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|
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|
Tortoise Investment Management, LLC
|
|
|
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|
Ing Groep Nv
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
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|
Silvant Capital Management LLC
|
|
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Avory & Company, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
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VCGAX - VALIC Co I - Growth & Income Fund
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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New Mexico Educational Retirement Board
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Raymond James Financial Inc
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Tidemark, LLC
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Steward Partners Investment Advisory, Llc
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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Cozad Asset Management Inc
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PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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Trexquant Investment LP
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Geneos Wealth Management Inc.
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
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Core Alternative Capital
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Signaturefd, Llc
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
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Hudson Bay Capital Management LP
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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Peloton Wealth Strategists
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CBIZ Investment Advisory Services, LLC
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Renaissance Technologies Llc
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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Ruffer LLP
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Bridge Generations Wealth Management Llc
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
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iA Global Asset Management Inc.
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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Aspire Growth Partners LLC
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Capital Advisors, Ltd. LLC
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Redwood Investment Management, Llc
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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Zurcher Kantonalbank (Zurich Cantonalbank)
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North Star Investment Management Corp.
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Bradley & Co. Private Wealth Management, LLC
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
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New England Capital Financial Advisors LLC
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Freestone Capital Holdings, LLC
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Washington Trust Advisors, Inc.
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Buckingham Strategic Partners
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Berry Wealth Group, LP
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STFGX - Advisers Investment Trust - State Farm Growth Fund
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Utah Retirement Systems
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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Profund Advisors Llc
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AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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William Allan, Llc
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Aviva Plc
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Financial Sense Advisors, Inc.
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Rialto Wealth Management, LLC
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Colony Group, LLC
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Invesco Ltd.
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Rafferty Asset Management, LLC
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
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Sequoia Financial Advisors, LLC
|
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New York State Common Retirement Fund
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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|
Harbor Capital Advisors, Inc.
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
L2 Asset Management, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Geode Capital Management, Llc
|
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Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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|
Interval Partners, LP
|
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|
Sowell Financial Services LLC
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Cinctive Capital Management LP
|
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RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
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|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
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|
Jacobs Levy Equity Management, Inc
|
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|
WealthTrust Asset Management, LLC
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Ghe, Llc
|
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
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|
Czech National Bank
|
|
|
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|
Rock Point Advisors, LLC
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
Canada Pension Plan Investment Board
|
|
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
