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Janus Henderson Group Plc
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Us Bancorp \de\
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JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
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Wolf Group Capital Advisors
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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Wealthfront Advisers Llc
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ArrowMark Colorado Holdings LLC
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Highline Wealth Partners Llc
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Private Wealth Management Group, LLC
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Rockefeller Capital Management L.P.
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MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
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Private Trust Co Na
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Toroso Investments, LLC
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
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Spire Wealth Management
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
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CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
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CX Institutional
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Millstone Evans Group, LLC
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Strategic Wealth Partners, Ltd.
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Allianz Asset Management GmbH
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Mercer Global Advisors Inc /adv
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Burney Co/
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Brandywine Global Investment Management, LLC
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Martel Wealth Advisors Inc
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United Community Bank
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Woodline Partners LP
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Kestra Private Wealth Services, Llc
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
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State Of Wisconsin Investment Board
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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TCM Advisors, LLC
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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Appleton Partners Inc/ma
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Oregon Public Employees Retirement Fund
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VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
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Gulf International Bank (UK) Ltd
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Albert D Mason Inc
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Royal Fund Management, LLC
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Private Wealth Asset Management, LLC
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EverSource Wealth Advisors, LLC
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Bruce G. Allen Investments, LLC
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Virginia Retirement Systems Et Al
|
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Parvin Asset Management, LLC
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Arrowstreet Capital, Limited Partnership
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Walnut Level Capital LLC
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Exeter Financial, LLC
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Skandinaviska Enskilda Banken AB (publ)
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Louisiana State Employees Retirement System
|
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Mount Yale Investment Advisors, LLC
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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Orca Investment Management, LLC
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Old Port Advisors
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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Lindbrook Capital, Llc
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New York State Common Retirement Fund
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
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Gamco Investors, Inc. Et Al
|
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Cim Investment Mangement Inc
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Czech National Bank
|
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Fmr Llc
|
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Heritage Wealth Advisors
|
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Foster & Motley Inc
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KBC Group NV
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Smartleaf Asset Management LLC
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Hanson & Doremus Investment Management
|
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Banco BTG Pactual S.A.
|
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Barclays Plc
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Morgan Stanley
|
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|
Dimensional Fund Advisors Lp
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
Pnc Financial Services Group, Inc.
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
First Command Advisory Services, Inc.
|
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|
Guardian Investment Management
|
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
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|
|
Coldstream Capital Management Inc
|
|
|
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|
|
Covestor Ltd
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Procyon Private Wealth Partners, LLC
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Mutual Advisors, LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Kinneret Advisory, LLC
|
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|
Hartford Financial Management Inc.
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|
Main Street Group, LTD
|
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GeoWealth Management, LLC
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EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Nordea Investment Management Ab
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Prestige Wealth Management Group LLC
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|
NewSquare Capital LLC
|
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|
Heritage Wealth Management, Inc.
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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Westpac Banking Corp
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
Nuveen, LLC
|
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|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
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|
Blue Capital, Inc.
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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Naples Global Advisors, Llc
|
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Y-Intercept (Hong Kong) Ltd
|
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PGGM Investments
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Bcm Advisors, Llc
|
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Hartland & Co., LLC
|
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Koshinski Asset Management, Inc.
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Guyasuta Investment Advisors Inc
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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IFG Advisory, LLC
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Anchor Investment Management, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Brown Brothers Harriman & Co
|
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Public Employees Retirement Association Of Colorado
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Searle & Co.
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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1st Source Bank
|
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Bill Few Associates, Inc.
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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Rhumbline Advisers
|
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Crossmark Global Holdings, Inc.
|
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Cyndeo Wealth Partners, LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Busey Wealth Management
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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Massachusetts Financial Services Co /ma/
|
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Quinn Opportunity Partners LLC
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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Mirae Asset Global Investments Co., Ltd.
|
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New Mexico Educational Retirement Board
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Wealth Effects Llc
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Sagespring Wealth Partners, Llc
|
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AlTi Global, Inc.
|
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Vontobel Holding Ltd.
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Powers Advisory Group, LLC
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Profund Advisors Llc
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Ridgewood Investments LLC
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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Colony Group, LLC
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Bank of New York Mellon Corp
|
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|
Quest 10 Wealth Builders, Inc.
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Neuberger Berman Group LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
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|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
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JNBA Financial Advisors
|
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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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|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Avantax Planning Partners, Inc.
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Atlantic Union Bankshares Corp
|
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Jane Street Group, Llc
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Personal Cfo Solutions, Llc
|
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|
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PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
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|
Moors & Cabot, Inc.
|
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|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
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|
Vision Financial Markets Llc
|
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|
WPG Advisers, LLC
|
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Athena Investment Management
|
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CoreFirst Bank & Trust
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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|
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|
Financial Advisors Network, Inc.
|
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|
Barings Llc
|
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|
Perigon Wealth Management, LLC
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Bokf, Na
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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|
IFM Investors Pty Ltd
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
Pinnacle Associates Ltd
|
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|
Assenagon Asset Management S.A.
|
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|
AdvisorNet Financial, Inc
|
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Asset Planning,Inc
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
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Intech Investment Management Llc
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Ruffer LLP
|
|
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Fifth Third Bancorp
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
|
Golden State Wealth Management, LLC
|
|
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|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
Keebeck Wealth Management, LLC
|
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Flagship Harbor Advisors, Llc
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
Northwestern Mutual Wealth Management Co
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Integrated Wealth Concepts LLC
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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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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|
Concord Wealth Partners
|
|
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Atala Financial Inc
|
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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|
|
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|
Truvestments Capital Llc
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Hsbc Holdings Plc
|
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Hickory Point Bank & Trust
|
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Archer Investment Corp
|
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B. Metzler seel. Sohn & Co. AG
|
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Assetmark, Inc
|
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|
Mizuho Securities Usa Llc
|
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CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
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|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
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|
Lowe Brockenbrough & Co Inc
|
|
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|
Norinchukin Bank, The
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
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|
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|
Bellwether Advisors, LLC
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Nomura Asset Management Co Ltd
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Mariner, LLC
|
|
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|
Benedict Financial Advisors Inc
|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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|
|
Whittier Trust Co
|
|
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|
|
Canada Post Corp Registered Pension Plan
|
|
|
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|
Legal & General Group Plc
|
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|
Cedar Point Capital Partners, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
Zurich Insurance Group Ltd/FI
|
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|
Captrust Financial Advisors
|
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Steel Peak Wealth Management LLC
|
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|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
Ausdal Financial Partners, Inc.
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
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|
Klp Kapitalforvaltning As
|
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Leavell Investment Management, Inc.
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Rodgers Brothers Inc.
|
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FourThought Financial Partners, LLC
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
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|
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|
Moody National Bank Trust Division
|
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BlackRock, Inc.
|
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Ostrum Asset Management
|
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Motco
|
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|
Wolff Wiese Magana Llc
|
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|
SageView Advisory Group, LLC
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
|
|
|
Tiemann Investment Advisors, Llc
|
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|
Cwm, Llc
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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Ancora Advisors, LLC
|
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Plante Moran Financial Advisors, LLC
|
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|
apricus wealth, LLC
|
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Verition Fund Management LLC
|
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Van Eck Associates Corp
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
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|
Janney Montgomery Scott LLC
|
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|
Stolper Co
|
|
|
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Tokio Marine Asset Management Co Ltd
|
|
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|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
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|
Maryland Capital Advisors Inc.
|
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Canada Pension Plan Investment Board
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
Iron Horse Wealth Management, LLC
|
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|
Nbc Securities, Inc.
|
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Larson Financial Group LLC
|
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Citadel Advisors Llc
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
Western Wealth Management, LLC
|
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|
Caisse Des Depots Et Consignations
|
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|
Handelsbanken Fonder AB
|
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|
Rakuten Investment Management, Inc.
|
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|
IHT Wealth Management, LLC
|
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|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
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|
|
CI Private Wealth, LLC
|
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|
Garda Capital Partners Lp
|
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Binnacle Investments Inc
|
|
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
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|
Advisory Alpha, LLC
|
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|
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|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
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|
Oak Thistle LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
State Street Corp
|
|
|
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|
|
Cromwell Holdings LLC
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
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|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
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|
Clearbridge Investments, LLC
|
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|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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|
Harbour Investments, Inc.
|
|
|
|
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|
Quaker Wealth Management, LLC
|
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|
IFP Advisors, Inc
|
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|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
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|
Dakota Wealth Management
|
|
|
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|
Oppenheimer & Co Inc
|
|
|
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|
Russell Investments Group, Ltd.
|
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|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
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|
|
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
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|
|
Sterling Capital Management LLC
|
|
|
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|
|
Rothschild Investment Llc
|
|
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|
Gotham Asset Management, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
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|
Indiana Trust & Investment Management CO
|
|
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|
|
|
Vident Advisory, LLC
|
|
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|
CWA Asset Management Group, LLC
|
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|
Stephens Consulting, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
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|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
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KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
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|
|
Versor Investments LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
|
Wiley Bros.-aintree Capital, Llc
|
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|
Williams Jones Wealth Management, LLC.
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
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|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
TFC Financial Management
|
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|
Prospera Financial Services Inc
|
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Davis Capital Management
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
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|
|
Qube Research & Technologies Ltd
|
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|
Allworth Financial LP
|
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Bank Of Montreal /can/
|
|
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|
Bessemer Group Inc
|
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|
Curat Global, LLC
|
|
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|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
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|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
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|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
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|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
QGMIX - AQR Funds - AQR Global Macro Fund Class I
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
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|
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|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
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|
Stifel Financial Corp
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
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|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
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|
|
Linden Thomas Advisory Services, LLC
|
|
|
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|
|
Nbt Bank N A /ny
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
Swiss National Bank
|
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|
Capital Investment Counsel, Inc
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Ameriprise Financial Inc
|
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|
Schonfeld Strategic Advisors LLC
|
|
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|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
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|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
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|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
|
Markel Corp
|
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|
Kiker Wealth Management, LLC
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Point72 (DIFC) Ltd
|
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Hager Investment Management Services, Llc
|
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Putnam Fl Investment Management Co
|
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Gamco Natural Resources, Gold & Income Trust
|
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|
Advisor OS, LLC
|
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|
Sierra Ocean, Llc
|
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High Note Wealth, LLC
|
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Fairfield, Bush & Co.
|
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|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
Marathon Asset Mgmt Ltd
|
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|
|
West Bancorporation Inc
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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|
Warren Averett Asset Management, LLC
|
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|
Pinnacle Bancorp, Inc.
|
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Legacy Financial Advisors, Inc.
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Vise Technologies, Inc.
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
Baird Financial Group, Inc.
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
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|
IMA Wealth, Inc.
|
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|
Independent Advisor Alliance
|
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|
Smithfield Trust Co
|
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Farmers & Merchants Investments Inc
|
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|
Comerica Bank
|
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|
Valeo Financial Advisors, LLC
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
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|
VEGI - iShares, Inc. - iShares MSCI Global Agriculture Producers ETF
|
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|
Rise Advisors, LLC
|
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|
Ameritas Advisory Services, LLC
|
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|
Avantax Advisory Services, Inc.
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
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|
Ubs Asset Management Americas Inc
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
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|
Yaupon Capital Management LP
|
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|
Cardinal Point Capital Management, ULC
|
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|
Verity & Verity, LLC
|
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|
Bank & Trust Co
|
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|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
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|
TL Private Wealth
|
|
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|
Concentric Capital Strategies, LP
|
|
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|
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|
Kingswood Wealth Advisors, Llc
|
|
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|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
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|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
KROP - Global X Funds - Global X AgTech & Food Innovation ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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J.w. Cole Advisors, Inc.
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Soundwatch Capital LLC
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Kimelman & Baird, LLC
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Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
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GHAAX - VanEck Funds - Global Hard Assets Fund Class A
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Scopus Asset Management, L.p.
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Marshall & Sterling Wealth Advisors Inc.
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Kieckhefer Group Llc
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Westside Investment Management, Inc.
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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Lavaca Capital Llc
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Cornerstone Total Return Fund Inc
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International Private Wealth Advisors LLC
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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Resona Asset Management Co.,Ltd.
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Keybank National Association/oh
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Daymark Wealth Partners, Llc
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Rialto Wealth Management, LLC
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Edmp, Inc.
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Coston, McIsaac & Partners
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Gabelli Funds Llc
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
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CIBC World Markets Inc.
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Silvant Capital Management LLC
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Envestnet Asset Management Inc
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
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Colonial Trust Co / SC
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Winthrop Capital Management, LLC
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United Capital Management of KS, Inc.
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
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MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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Center for Financial Planning, Inc.
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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Meeder Advisory Services, Inc.
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Illinois Municipal Retirement Fund
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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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Mbb Public Markets I Llc
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Nemes Rush Group LLC
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Missouri Trust & Investment Co
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Lansforsakringar Fondforvaltning AB (publ)
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Greenwich Wealth Management LLC
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Eads & Heald Wealth Management
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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Syon Capital Llc
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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CBOE Vest Financial, LLC
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Applied Finance Capital Management, LLC
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
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AustralianSuper Pty Ltd
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Field & Main Bank
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Smith Shellnut Wilson Llc /adv
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MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
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Atlas Capital Advisors Llc
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Profunds - Profund Vp Bull
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Harbor Asset Planning, Inc.
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Advisory Services Network, LLC
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Tiaa Trust, National Association
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Hi-Line Capital Management, LLC
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Manufacturers Life Insurance Company, The
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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HighTower Advisors, LLC
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Creative Planning
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Cambridge Investment Research Advisors, Inc.
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Thrivent Financial For Lutherans
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
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Deutsche Bank Ag\
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HITE Hedge Asset Management LLC
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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Gf Fund Management Co. Ltd.
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Investment Management Corp of Ontario
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Creative Financial Designs Inc /adv
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Lazard Asset Management Llc
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Cresset Asset Management, LLC
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Pathstone Holdings, LLC
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Accel Wealth Management
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MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
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Mma Asset Management Llc
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
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STRV - EA Series Trust - Strive 500 ETF
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Tudor Investment Corp Et Al
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Brighton Jones Llc
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Silverlake Wealth Management Llc
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Archford Capital Strategies, LLC
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SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
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Patrick M Sweeney & Associates, Inc
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Callan Family Office, LLC
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
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Core Alternative Capital
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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O'shaughnessy Asset Management, Llc
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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Parallel Advisors, LLC
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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EP Wealth Advisors, Inc.
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Moneta Group Investment Advisors Llc
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True Wealth Design, LLC
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MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
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LPL Financial LLC
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Advisors Asset Management, Inc.
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Sumitomo Mitsui Trust Holdings, Inc.
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Profunds - Profund Vp Consumer Goods
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Sowell Financial Services LLC
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Aull & Monroe Investment Management Corp
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G&S Capital LLC
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NJ State Employees Deferred Compensation Plan
|
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Paragon Capital Management Ltd
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LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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Charles Schwab Investment Management Inc
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Td Asset Management Inc
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Glen Eagle Advisors, LLC
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S.A. Mason LLC
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Penserra Capital Management LLC
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Farther Finance Advisors, LLC
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PFG Investments, LLC
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Wahed Invest LLC
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Kcm Investment Advisors Llc
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Onefund, Llc
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Red Tortoise LLC
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Robeco Institutional Asset Management B.V.
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Provenance Wealth Advisors, LLC
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Avidian Wealth Solutions, LLC
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LRI Investments, LLC
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City Holding Co
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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Venture Visionary Partners LLC
|
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Capital Investment Advisory Services, LLC
|
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SNS Financial Group, LLC
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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Romano Brothers And Company
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MAI Capital Management
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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SBI Securities Co., Ltd.
|
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American Capital Advisory, LLC
|
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|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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Tompkins Financial Corp
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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Whittier Trust Co Of Nevada Inc
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