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Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
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|
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|
Wiley Bros.-aintree Capital, Llc
|
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Raleigh Capital Management Inc.
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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|
Bruce G. Allen Investments, LLC
|
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PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Horizon Investments, LLC
|
|
|
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|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
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|
Lowe Wealth Advisors, LLC
|
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|
Golden State Wealth Management, LLC
|
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|
Point72 Asia (Singapore) Pte. Ltd.
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Bahl & Gaynor Inc
|
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|
National Pension Service
|
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|
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|
Smartleaf Asset Management LLC
|
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|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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Td Asset Management Inc
|
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BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
|
|
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Cubist Systematic Strategies, LLC
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Acropolis Investment Management, LLC
|
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SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund
|
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|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
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|
|
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|
Salem Investment Counselors Inc
|
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Erste Asset Management GmbH
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Td Private Client Wealth Llc
|
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River Road Asset Management, LLC
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Capstone Investment Advisors, Llc
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DnB Asset Management AS
|
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Parkworth Wealth Management, Inc.
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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CENTRAL TRUST Co
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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UMA Financial Services, Inc.
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Waters Parkerson & Co., Llc
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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Holocene Advisors, LP
|
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Mml Investors Services, Llc
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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Amalgamated Bank
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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AMID - EA Series Trust - Argent Mid Cap ETF
|
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Jensen Investment Management Inc
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Solstein Capital, LLC
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ANTIPODES PARTNERS Ltd
|
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Integrated Quantitative Investments LLC
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Meeder Asset Management Inc
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Investment Management Corp of Ontario
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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S-Bank Fund Management Ltd
|
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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Legal & General Group Plc
|
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Calamos Long/Short Equity & Dynamic Income Trust
|
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Hollencrest Capital Management
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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|
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Viawealth, Llc
|
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|
Squarepoint Ops LLC
|
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|
Provenance Wealth Advisors, LLC
|
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|
West Branch Capital LLC
|
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|
Park Avenue Securities Llc
|
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|
Kozak & Associates, Inc.
|
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|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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|
Anchor Capital Advisors Llc
|
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|
Ifrah Financial Services, Inc.
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Costello Asset Management, INC
|
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|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc.
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Apollo Management Holdings, L.P.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
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Mariner, LLC
|
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|
Qtron Investments LLC
|
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|
Andra AP-fonden
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
Cerity Partners LLC
|
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|
First Hawaiian Bank
|
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TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
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Css Llc/il
|
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We Are One Seven, LLC
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Plato Investment Management Ltd
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Great West Life Assurance Co /can/
|
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Pallas Capital Advisors LLC
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
BlackRock, Inc.
|
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Bayesian Capital Management, LP
|
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Buckingham Strategic Partners
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SBI Securities Co., Ltd.
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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|
Hbk Investments L P
|
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|
Crowley Wealth Management, Inc.
|
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Ameriprise Financial Inc
|
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|
Bridges Investment Management Inc
|
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|
Delta Investment Management, LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
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|
Penserra Capital Management LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
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|
HighTower Advisors, LLC
|
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|
Rsm Us Wealth Management Llc
|
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|
Mercer Global Advisors Inc /adv
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
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|
|
Public Employees Retirement Association Of Colorado
|
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|
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|
Amundi
|
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|
Whipplewood Advisors, LLC
|
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Maryland State Retirement & Pension System
|
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|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Atlantic Union Bankshares Corp
|
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|
Quaker Wealth Management, LLC
|
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|
Manchester Capital Management LLC
|
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Russell Investments Group, Ltd.
|
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|
Nbc Securities, Inc.
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
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|
Citadel Advisors Llc
|
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|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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|
Rathbone Brothers plc
|
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Ascent Group, LLC
|
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Davis Investment Partners, LLC
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
Bank Of America Corp /de/
|
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Kestra Advisory Services, LLC
|
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Intrust Bank Na
|
|
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JustInvest LLC
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
Dudley Capital Management, Llc
|
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|
Inscription Capital, LLC
|
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|
YHB Investment Advisors, Inc.
|
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|
Key FInancial Inc
|
|
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|
Asset Management One Co., Ltd.
|
|
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|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
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|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Ako Capital Llp
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Black Creek Investment Management Inc.
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Estuary Capital Management LP
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Millennium Management Llc
|
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Savant Capital, LLC
|
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|
Landscape Capital Management, L.l.c.
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
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|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
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|
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|
SOUTH STATE Corp
|
|
|
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|
Oppenheimer Asset Management Inc.
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
KBC Group NV
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Cynosure Management, Llc
|
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|
Hartland & Co., LLC
|
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MTM Investment Management, LLC
|
|
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Brinker Capital Investments, LLC
|
|
|
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|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
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|
MAI Capital Management
|
|
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TD Capital Management LLC
|
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|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
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|
Cary Street Partners Financial Llc
|
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|
|
Ensign Peak Advisors, Inc
|
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|
Federation des caisses Desjardins du Quebec
|
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KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
Perpetual Ltd
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
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|
Scarborough Advisors, LLC
|
|
|
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
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|
Central Pacific Bank - Trust Division
|
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|
Sowell Financial Services LLC
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
M&t Bank Corp
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
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Shell Asset Management Co
|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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|
Quantbot Technologies LP
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
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|
CAPROCK Group, Inc.
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
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|
Moneta Group Investment Advisors Llc
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
Eisler Capital Management Ltd.
|
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|
Magnetar Financial LLC
|
|
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|
Ossiam
|
|
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
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|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
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|
Ritholtz Wealth Management
|
|
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|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Ai Financial Services Llc
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
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|
|
Jacobi Capital Management LLC
|
|
|
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|
|
California State Teachers Retirement System
|
|
|
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|
|
Roundview Capital LLC
|
|
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|
Umb Bank N A/mo
|
|
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|
Insight Advisors, LLC/ PA
|
|
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|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
|
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|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
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|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Versant Capital Management, Inc
|
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|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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|
|
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|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
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|
Qsemble Capital Management, LP
|
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|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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|
Stratos Wealth Partners, LTD.
|
|
|
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|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
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|
Investors Research Corp
|
|
|
|
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|
Caption Management, LLC
|
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|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Public Employees Retirement System Of Ohio
|
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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|
Financial Management Professionals, Inc.
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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|
Guggenheim Capital Llc
|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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|
Hillsdale Investment Management Inc.
|
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|
Private Capital Advisors, Inc.
|
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|
Westend Capital Management LLC
|
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|
GeoWealth Management, LLC
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
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|
Y.D. More Investments Ltd
|
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|
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
|
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|
Tortoise Investment Management, LLC
|
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|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
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|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
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|
SPAM - Themes ETF Trust - Themes Cybersecurity ETF
|
|
|
|
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|
Us Bancorp \de\
|
|
|
|
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|
Point72 (DIFC) Ltd
|
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|
Security National Bank Of Sioux City Iowa /ia/
|
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|
Xponance, Inc.
|
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IFM Investors Pty Ltd
|
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|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
State of Wyoming
|
|
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
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|
West Oak Capital, LLC
|
|
|
|
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|
Walleye Trading LLC
|
|
|
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|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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|
|
Impax Asset Management Group plc
|
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|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
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|
Peak6 Llc
|
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Chicago Partners Investment Group LLC
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|
Pacific Center for Financial Services
|
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|
Brown Brothers Harriman & Co
|
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Belpointe Asset Management LLC
|
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Benjamin Edwards Inc
|
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|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
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|
Petrus Trust Company, LTA
|
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|
UBS Group AG
|
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Simplex Trading, Llc
|
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Signaturefd, Llc
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
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|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
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|
Sivia Capital Partners, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
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|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Cannon Global Investment Management, LLC
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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Ameriflex Group, Inc.
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Summit Trail Advisors, Llc
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Toroso Investments, LLC
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Modera Wealth Management, LLC
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Jfs Wealth Advisors, Llc
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Exchange Traded Concepts, Llc
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Worldquant Millennium Advisors Llc
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NorthCrest Asset Manangement, LLC
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Gen-Wealth Partners Inc
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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AE Wealth Management LLC
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Van Eck Associates Corp
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Empowered Funds, LLC
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Northern Trust Corp
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Eaton Vance Tax-managed Diversified Equity Income Fund
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Atlantic Trust, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Arrowstreet Capital, Limited Partnership
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Jones Financial Companies Lllp
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
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KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
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MEMBERS Trust Co
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BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
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Trexquant Investment LP
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JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
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Somerset Trust Co
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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Lindbrook Capital, Llc
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Creative Financial Designs Inc /adv
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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Perbak Capital Partners LLP
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SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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Vanguard Group Inc
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Capital Fund Management S.a.
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Kathmere Capital Management, LLC
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Harbour Investments, Inc.
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MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
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Comerica Bank
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Allworth Financial LP
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Hsbc Holdings Plc
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Scientech Research LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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Ransom Advisory, Ltd
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Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Sepio Capital, LP
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Robeco Institutional Asset Management B.V.
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MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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GAMMA Investing LLC
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AdvisorNet Financial, Inc
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Ade, Llc
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DAVENPORT & Co LLC
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RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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S&co Inc
|
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Bank OZK
|
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Strategic Wealth Partners, Ltd.
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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Bailard, Inc.
|
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Police & Firemen's Retirement System of New Jersey
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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Security National Bank Of So Dak
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
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Sei Investments Co
|
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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Dark Forest Capital Management Lp
|
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NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
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Knollwood Investment Advisory, LLC
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Symphony Financial, Ltd. Co.
|
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Trust Co Of Toledo Na /oh/
|
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Resonant Capital Advisors, LLC
|
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Gulf International Bank (UK) Ltd
|
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TFC Financial Management
|
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JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
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Binnacle Investments Inc
|
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Edmond De Rothschild Holding S.a.
|
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St Germain D J Co Inc
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Cranbrook Wealth Management, LLC
|
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|
Tradewinds Capital Management, LLC
|
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|
Voloridge Investment Management, Llc
|
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Mount Yale Investment Advisors, LLC
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Cullen/frost Bankers, Inc.
|
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Alberta Investment Management Corp
|
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
BCDF - Listed Funds Trust - Horizon Kinetics Blockchain Development ETF
|
|
|
|
|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
|
|
|
QSV Equity Investors LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES
|
|
|
|
|
|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
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CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
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PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
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Nebula Research & Development LLC
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Transamerica Financial Advisors, Inc.
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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Mather Group, Llc.
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First Trust Advisors Lp
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Private Advisor Group, LLC
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
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Aviva Plc
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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Callan Family Office, LLC
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SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
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Bnp Paribas Arbitrage, Sa
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Arizona State Retirement System
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
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Morgan Stanley
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
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Wcm Investment Management, Llc
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QTUM - ETF Series Solutions - Defiance Quantum ETF
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Smithfield Trust Co
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
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Harbor Capital Advisors, Inc.
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Pilgrim Partners Asia Pte Ltd
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Commerce Bank
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JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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GATEX - Gateway Trust - Gateway Fund Class A Shares
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Envestnet Portfolio Solutions, Inc.
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Ccm Investment Group, Llc
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Ceredex Value Advisors LLC
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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Lombard Odier Asset Management (USA) Corp
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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Df Dent & Co Inc
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Aigen Investment Management, Lp
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WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
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Two Sigma Investments, Lp
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Susquehanna International Group, Llp
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Kingsview Wealth Management, LLC
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Swiss National Bank
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Prudential Financial Inc
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HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
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Evoke Wealth, Llc
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HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
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Janus Henderson Group Plc
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
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KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
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Edgestream Partners, L.P.
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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Nicholas Investment Partners, LP
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CoreCap Advisors, LLC
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HFM Investment Advisors, LLC
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Point72 Hong Kong Ltd
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Norden Group Llc
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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First PREMIER Bank
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CIBC Private Wealth Group, LLC
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ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
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Aquatic Capital Management LLC
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
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Knoll Capital Management, LLC
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
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Wealth Enhancement Advisory Services, Llc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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First Horizon Advisors, Inc.
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Navellier & Associates Inc
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AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
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CX Institutional
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Eaton Vance Risk-managed Diversified Equity Income Fund
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Bamco Inc /ny/
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Private Trust Co Na
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Gallacher Capital Management LLC
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D. E. Shaw & Co., Inc.
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Bank Of Montreal /can/
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Capital Advisors, Ltd. LLC
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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Fox Run Management, L.l.c.
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Trajan Wealth LLC
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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Optimize Financial Inc
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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Arkadios Wealth Advisors
|
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Metis Global Partners, LLC
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EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
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Rialto Wealth Management, LLC
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