|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
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|
Thompson Siegel & Walmsley Llc
|
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|
Kathmere Capital Management, LLC
|
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|
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|
|
Orion Portfolio Solutions, LLC
|
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|
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|
MQS Management LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
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|
|
BlackRock, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
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|
|
Washington Trust Advisors, Inc.
|
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|
|
Mediolanum International Funds Ltd
|
|
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|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
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|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Candelo Capital Management LP
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
RYVIX - RYDEX SERIES FUNDS - Energy Services Fund Investor Class
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Reinhart Partners, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
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|
Tsfg, Llc
|
|
|
|
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|
Massachusetts Wealth Management
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
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|
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|
Cape Investment Advisory, Inc.
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
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|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Cwm, Llc
|
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|
Pitcairn Co
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
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|
Nebula Research & Development LLC
|
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|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Susquehanna Fundamental Investments, Llc
|
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|
Hantz Financial Services, Inc.
|
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|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
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|
Candriam Luxembourg S.C.A.
|
|
|
|
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|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
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|
Citadel Advisors Llc
|
|
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|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
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|
Estabrook Capital Management
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
Raiffeisen Bank International AG
|
|
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|
Jane Street Group, Llc
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Clearline Capital LP
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
XES - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
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HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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Intermede Investment Partners Ltd
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Belpointe Asset Management LLC
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Tower Research Capital LLC (TRC)
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NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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Harbor Investment Advisory, Llc
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Resources Investment Advisors, LLC.
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
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Icon Wealth Advisors, LLC
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
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FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
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GWM Advisors LLC
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IAG Wealth Partners, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
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Amitell Capital Pte Ltd
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Callan Family Office, LLC
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Man Group plc
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HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
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Mindset Wealth Management, Llc
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
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PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Spdr S&p 500 Etf Trust
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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Howard Capital Management Inc.
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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Capstone Investment Advisors, Llc
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Strengthening Families & Communities, LLC
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New York State Common Retirement Fund
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Jump Financial, LLC
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JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
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Bare Financial Services, Inc
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Mirae Asset Global Investments Co., Ltd.
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KBC Group NV
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Covea Finance
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Heritage Wealth Advisors
|
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State of New Jersey Common Pension Fund D
|
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EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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United Capital Financial Advisers, Llc
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Zions Bancorporation, National Association /ut/
|
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Checchi Capital Advisers, LLC
|
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|
Pinnacle Bancorp, Inc.
|
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Citizens Business Bank
|
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|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
North Capital, Inc.
|
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Albion Financial Group /ut
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|
Wellington Management Group Llp
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Verition Fund Management LLC
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|
CVA Family Office, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Paladin Wealth, LLC
|
|
|
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|
Hilltop National Bank
|
|
|
|
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|
Harvest Fund Management Co., Ltd
|
|
|
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
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|
Carrera Capital Advisors
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
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|
Nvwm, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
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|
|
|
|
Prudential Plc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
Profund Advisors Llc
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
|
|
Private Trust Co Na
|
|
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|
AIA Group Ltd
|
|
|
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|
Rothschild Investment Llc
|
|
|
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|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Iridian Asset Management Llc/ct
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
PXJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Oil & Gas Services ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Solus Alternative Asset Management LP
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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Edgestream Partners, L.P.
|
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Swedbank AB
|
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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|
Profunds - Profund Vp Bull
|
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Truvestments Capital Llc
|
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Volterra Technologies LP
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Norden Group Llc
|
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|
Baxter Bros Inc
|
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Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
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|
CBOE Vest Financial, LLC
|
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|
Gts Securities Llc
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
ABVAX - AB TRUST - AB Value Fund Class A
|
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|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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IFM Investors Pty Ltd
|
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Red Tortoise LLC
|
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Merrion Investment Management Co, LLC
|
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Hotchkis & Wiley Capital Management Llc
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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Formidable Asset Management, LLC
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Empowered Funds, LLC
|
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Invesco Ltd.
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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Los Angeles Capital Management Llc
|
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Tidemark, LLC
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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Aptus Capital Advisors, LLC
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National Asset Management, Inc.
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Maryland State Retirement & Pension System
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Summit Trail Advisors, Llc
|
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Dynasty Wealth Management, Llc
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
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Bogart Wealth, LLC
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Klp Kapitalforvaltning As
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
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Prelude Capital Management, Llc
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Fifth Third Bancorp
|
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New Age Alpha Advisors, LLC
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WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
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Rossby Financial, LCC
|
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JB Capital LLC
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SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
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DiNuzzo Private Wealth, Inc.
|
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MTM Investment Management, LLC
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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Aspect Partners, LLC
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TruNorth Capital Management, LLC
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Financial Management Professionals, Inc.
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AltraVue Capital, LLC
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Ostrum Asset Management
|
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Fisher Asset Management, 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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|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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TFC Financial Management
|
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Atomi Financial Group, Inc.
|
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California State Teachers Retirement System
|
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|
Lazard Asset Management Llc
|
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Olistico Wealth, LLC
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
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|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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Stack Financial Management, Inc
|
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
Toronto Dominion Bank
|
|
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|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
Hemington Wealth Management
|
|
|
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|
Fortem Financial Group, Llc
|
|
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|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
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|
DnB Asset Management AS
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
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|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
K2 Principal Fund, L.p.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Services Fund Variable Annuity
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I
|
|
|
|
|
|
OFOS - EXCHANGE TRADED CONCEPTS TRUST - Range Global Offshore Oil Services Index ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
IEZ - iSHARES TRUST - iShares U.S. Oil Equipment & Services ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Natixis
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Gradient Investments LLC
|
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|
Bartlett & Co. Wealth Management Llc
|
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VCAAX - VALIC Co I - Asset Allocation Fund
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Itau Unibanco Holding S.A.
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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Kovitz Investment Group Partners, LLC
|
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|
Bnp Paribas Arbitrage, Sa
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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|
|
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|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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Sagespring Wealth Partners, Llc
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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CX Institutional
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Oppenheimer Asset Management Inc.
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Nbc Securities, Inc.
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Chesley Taft & Associates LLC
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
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|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Commerzbank Aktiengesellschaft /fi
|
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|
State of Tennessee, Treasury Department
|
|
|
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|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
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|
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CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
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|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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MetLife Investment Management, LLC
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
UMA Financial Services, Inc.
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Ensign Peak Advisors, Inc
|
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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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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Cidel Asset Management Inc
|
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EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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Texas Permanent School Fund
|
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Bruce G. Allen Investments, LLC
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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Farmers & Merchants Investments Inc
|
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Evergreen Capital Management Llc
|
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|
Hilltop Holdings Inc.
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
Strs Ohio
|
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|
Rathbone Brothers plc
|
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Advisory Services Network, LLC
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
Salem Investment Counselors Inc
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
|
AMG National Trust Bank
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
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|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
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|
APG Asset Management N.V.
|
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|
Foundry Partners, LLC
|
|
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|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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|
Summit Financial, LLC
|
|
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|
|
IMC-Chicago, LLC
|
|
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|
|
|
National Pension Service
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
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Umb Bank N A/mo
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Kesler, Norman & Wride, LLC
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
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Teachers Retirement System Of The State Of Kentucky
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Crewe Advisors LLC
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
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Manufacturers Life Insurance Company, The
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
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Continuum Advisory, LLC
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Mount Yale Investment Advisors, LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
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Walleye Trading LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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Capital Advisors Inc/ok
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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Central Pacific Bank - Trust Division
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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American Century Companies Inc
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Strategic Wealth Partners, Ltd.
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FORA Capital, LLC
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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E Fund Management Co., Ltd.
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Mission Wealth Management, Lp
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Parkside Financial Bank & Trust
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
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FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
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Bailard, Inc.
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
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Investment Management Corp of Ontario
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Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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Manning & Napier Advisors Llc
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
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Vident Advisory, LLC
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Wells Fargo & Company/mn
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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DekaBank Deutsche Girozentrale
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Federated Hermes, Inc.
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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Brinker Capital Investments, LLC
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Dodge & Cox
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Squarepoint Ops LLC
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Forum Financial Management, LP
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
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Whipplewood Advisors, LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
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Edmond De Rothschild Holding S.a.
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NEOS Investment Management LLC
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Becker Capital Management Inc
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RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
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Bay Harbor Wealth Management, LLC
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VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
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Ramirez Asset Management, Inc.
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
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JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
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Encompass Capital Advisors LLC
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Engineers Gate Manager LP
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Loomis Sayles & Co L P
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Mv Capital Management, Inc.
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Vista Investment Partners Llc
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
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BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
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Generali Asset Management SPA SGR
|
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Cornerstone Planning Group LLC
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Qrg Capital Management, Inc.
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Rakuten Investment Management, Inc.
|
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Sig Brokerage, Lp
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Lighthouse Investment Partners, LLC
|
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MAI Capital Management
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Abound Wealth Management
|
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HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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Capital World Investors
|
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Td Asset Management Inc
|
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Clearbridge Investments, LLC
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Sei Investments Co
|
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Cresset Asset Management, LLC
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Alps Advisors Inc
|
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|
Gamco Natural Resources, Gold & Income Trust
|
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|
Crossmark Global Holdings, Inc.
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
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|
Sterling Capital Management LLC
|
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|
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|
Ancora Advisors, LLC
|
|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
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|
Burney Co/
|
|
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Drummond Knight Asset Management Pty Ltd
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
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|
|
North Star Investment Management Corp.
|
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|
GHP Investment Advisors, Inc.
|
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|
Kornitzer Capital Management Inc /ks
|
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|
SJS Investment Consulting Inc.
|
|
|
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|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
OEPIX - Profunds - Oil Equipment & Services Ultrasector Profund Investor Class
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
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|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
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|
|
Asset Dedication, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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Barclays Plc
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Farther Finance Advisors, LLC
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ULPIX - Profunds - Ultrabull Profund Investor Class
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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Abn Amro Investment Solutions
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Sandy Spring Bank
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Shell Asset Management Co
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RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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Toroso Investments, LLC
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
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Advisor Group Holdings, Inc.
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CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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STXV - EA Series Trust - Strive 1000 Value ETF
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State of Alaska, Department of Revenue
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Guinness Asset Management LTD
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Jackson, Grant Investment Advisers, Inc.
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Oregon Public Employees Retirement Fund
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Profunds - Profund Vp Oil & Gas
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Sittner & Nelson, Llc
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Corigliano Investment Advisers, LLC
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Sigma Planning Corp
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
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Lowe Wealth Advisors, LLC
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ICONIQ Capital, LLC
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VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
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Huntington National Bank
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RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
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Pathstone Holdings, LLC
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
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AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
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Whittier Trust Co
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Schonfeld Strategic Advisors LLC
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HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
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Securian Asset Management, Inc
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Northwestern Mutual Investment Management Company, Llc
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Geneos Wealth Management Inc.
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
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ExodusPoint Capital Management, LP
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EverSource Wealth Advisors, LLC
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LRI Investments, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
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Treasurer of the State of North Carolina
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AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
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CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
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Blume Capital Management, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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Mattson Financial Services, LLC
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
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Nikko Asset Management Americas, Inc.
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Monte Financial Group, LLC
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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BLPIX - Profunds - Bull Profund Investor Class
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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ESL Trust Services, LLC
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ProShare Advisors LLC
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Assenagon Asset Management S.A.
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Winch Advisory Services, LLC
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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Graypoint LLC
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AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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Golden State Wealth Management, LLC
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State Board Of Administration Of Florida Retirement System
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Cubist Systematic Strategies, LLC
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Everence Capital Management Inc
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Louisiana State Employees Retirement System
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
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Hillsdale Investment Management Inc.
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Moody National Bank Trust Division
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Goldman Sachs Group Inc
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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Profunds - Profund Vp Large-cap Value
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Kestra Advisory Services, LLC
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Twin Tree Management, LP
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Mufg Securities Americas Inc.
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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Creative Planning
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Nisa Investment Advisors, Llc
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Canandaigua National Bank & Trust Co
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Cookson Peirce & Co Inc
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Pallas Capital Advisors LLC
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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Strategic Investment Solutions, Inc. /IL
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
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Actiam N.v.
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Black Cypress Capital Management, LLC
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Peterson Wealth Services
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Neuberger Berman Group LLC
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WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
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Palo Duro Investment Partners, Lp
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Bank of New York Mellon Corp
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Drake & Associates, LLC
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Charter Trust Co
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
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Voya Infrastructure, Industrials & Materials Fund
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Asset Allocation & Management Company, LLC
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
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Caas Capital Management Lp
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RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
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Alta Advisers Ltd
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Stephens Consulting, LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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Bank Of Montreal /can/
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Aster Capital Management (DIFC) Ltd
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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Safe Harbor Fiduciary, LLC
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Stephens Investment Management Group LLC
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IYE - iSHARES TRUST - iShares U.S. Energy ETF
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Dogwood Wealth Management LLC
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Hohimer Wealth Management, Llc
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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ICICI Prudential Asset Management Co Ltd
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MCF Advisors LLC
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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Merewether Investment Management, LP
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PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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M&t Bank Corp
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Nova Wealth Management, Inc.
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
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RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
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Nbt Bank N A /ny
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Wealthfront Advisers Llc
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
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OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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Standard Life Aberdeen plc
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DecisionPoint Financial, LLC
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IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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Miller Howard Investments Inc /ny
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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TCTC Holdings, LLC
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Jones Financial Companies Lllp
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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Voleon Capital Management Lp
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EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
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GAMMA Investing LLC
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
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Meiji Yasuda Asset Management Co Ltd.
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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Resona Asset Management Co.,Ltd.
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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Parkworth Wealth Management, Inc.
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Siemens Fonds Invest GmbH
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CI Private Wealth, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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HB Wealth Management, LLC
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AdvisorNet Financial, Inc
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RDA Financial Network
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Putnam Fl Investment Management Co
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Moisand Fitzgerald Tamayo, LLC
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Nissay Asset Management Corp /japan/ /adv
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Shelton Capital Management
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Brian Low Financial Group, Llc
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Blair William & Co/il
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Brookwood Investment Group LLC
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Profunds - Profund Vp Ultranasdaq-100
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Cetera Investment Advisers
|
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|
Alpine Woods Capital Investors, Llc
|
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|
Park Avenue Securities Llc
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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|
Quest Partners LLC
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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|
Richard W. Paul & Associates, LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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CENTRAL TRUST Co
|
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New York State Teachers Retirement System
|
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Quaker Wealth Management, LLC
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Icon Advisers Inc/co
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Glenmede Trust Co Na
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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Capital Fund Management S.a.
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
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Geode Capital Management, Llc
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Duncker Streett & Co Inc
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Public Employees Retirement System Of Ohio
|
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Provenance Wealth Advisors, LLC
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
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Rockefeller Capital Management L.P.
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Pointe Capital Management LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Fuller & Thaler Asset Management, Inc.
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Investment Counsel Co Of Nevada
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Fruth Investment Management
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Patton Fund Management, Inc.
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QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
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OIH - VanEck Vectors ETF Trust - VanEck Vectors Oil Services ETF
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Chilton Capital Management Llc
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
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NorthRock Partners, LLC
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Artisan Partners Limited Partnership
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QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
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LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
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Jpmorgan Chase & Co
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EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
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Rheos Capital Works Inc.
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VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
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AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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FIL Ltd
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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ORG Partners LLC
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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BlackRock ETF Trust - BlackRock International Dividend ETF
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
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CoreCommodity Management, LLC
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Point72 (DIFC) Ltd
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CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Coldstream Capital Management Inc
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Mizuho Securities Usa Llc
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Westside Investment Management, Inc.
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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Royal London Asset Management Ltd
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Stone House Investment Management, LLC
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Ubs Oconnor Llc
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Kentucky Trust Co
|
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SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
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Cerity Partners LLC
|
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FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Retirement Planning Group
|
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Congress Wealth Management LLC / DE /
|
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Trust Co Of Toledo Na /oh/
|
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SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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Dimensional Fund Advisors Lp
|
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Point72 Asset Management, L.P.
|
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Brown Financial Advisors
|
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Whittier Trust Co Of Nevada Inc
|
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|
Scopus Asset Management, L.p.
|
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|
Zwj Investment Counsel Inc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
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|
Bank Of America Corp /de/
|
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|
Canada Post Corp Registered Pension Plan
|
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|
AE Wealth Management LLC
|
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|
Mutual Of America Capital Management Llc
|
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|
Glenmede Investment Management, LP
|
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|
NewSquare Capital LLC
|
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|
RFG Advisory, LLC
|
|
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|
Cigna Investments Inc /new
|
|
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|
|
Captrust Financial Advisors
|
|
|
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|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Ananym Capital Management, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
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|
|
Hartford Investment Management Co
|
|
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|
Murphy & Mullick Capital Management Corp
|
|
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|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
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|
|
Graney & King, LLC
|
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|
|
Retirement Systems of Alabama
|
|
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|
|
Banco Santander, S.A.
|
|
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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