|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Curio Wealth, Llc
|
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|
|
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|
Level Four Advisory Services, Llc
|
|
|
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
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|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
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|
Integrated Wealth Concepts LLC
|
|
|
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|
Interval Partners, LP
|
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|
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|
Moore Capital Management, Lp
|
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
Pnc Financial Services Group, Inc.
|
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MorganRosel Wealth Management, LLC
|
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Eventide Asset Management, Llc
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|
Meeder Asset Management Inc
|
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Wolff Wiese Magana Llc
|
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Qsemble Capital Management, LP
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Alliancebernstein L.p.
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Shelton Capital Management
|
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Lazard Asset Management Llc
|
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|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
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|
Cresset Asset Management, LLC
|
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|
Cerity Partners LLC
|
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|
Verus Financial Partners, Inc.
|
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|
Federated Hermes, Inc.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Lighthouse Investment Partners, LLC
|
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First Trust Advisors Lp
|
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Financial Freedom, LLC
|
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Delta Capital Management Llc
|
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Private Advisor Group, LLC
|
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CBIZ Investment Advisory Services, LLC
|
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|
Balyasny Asset Management Llc
|
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|
Nvwm, Llc
|
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|
Nomura Holdings Inc
|
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|
FourThought Financial Partners, LLC
|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
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|
Clear Street Markets Llc
|
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|
Ramirez Asset Management, Inc.
|
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Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
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|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
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|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
Maseco Llp
|
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|
Total Investment Management Inc
|
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|
Centaurus Financial, Inc.
|
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O'shaughnessy Asset Management, Llc
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
Candriam Luxembourg S.C.A.
|
|
|
|
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|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Toronto Dominion Bank
|
|
|
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|
Susquehanna International Group, Llp
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
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|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
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|
Montag A & Associates Inc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Ghisallo Capital Management LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
QSV Equity Investors LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Investor Ab
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
|
|
CLARET ASSET MANAGEMENT Corp
|
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|
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|
Edmond De Rothschild Holding S.a.
|
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|
Gamco Investors, Inc. Et Al
|
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|
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|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
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|
|
Quest 10 Wealth Builders, Inc.
|
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|
Jefferies Financial Group Inc.
|
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Avidian Wealth Solutions, LLC
|
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|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
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|
Blair William & Co/il
|
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|
Nbc Securities, Inc.
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
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|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
Prudential Plc
|
|
|
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FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
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Glenmede Investment Management, LP
|
|
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
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|
Kensington Investment Counsel, LLC
|
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|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
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|
FJ Capital Management LLC
|
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|
GWM Advisors LLC
|
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Allspring Global Investments Holdings, LLC
|
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Bain Capital Public Equity Management Ii, Llc
|
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Profunds - Profund Vp Bull
|
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|
PFG Investments, LLC
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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|
Baird Financial Group, Inc.
|
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
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|
Acadian Asset Management Llc
|
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|
|
Highline Wealth Partners Llc
|
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Greenwich Wealth Management LLC
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Cromwell Holdings LLC
|
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OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
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|
Fairbanks Capital Management, Inc.
|
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AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
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|
Shapiro Capital Management Llc
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
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|
Coldstream Capital Management Inc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Rise Advisors, LLC
|
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|
Burling Wealth Partners, Llc
|
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|
Resona Asset Management Co.,Ltd.
|
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Brevan Howard Capital Management LP
|
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Point72 Asset Management, L.P.
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
Capital Analysts, Inc.
|
|
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|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
|
|
Verity & Verity, LLC
|
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
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|
|
Redwood Financial Network Corp
|
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|
Texas Yale Capital Corp.
|
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|
GAMMA Investing LLC
|
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|
GHP Investment Advisors, Inc.
|
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Shell Asset Management Co
|
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|
BankPlus Trust Department
|
|
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|
Belpointe Asset Management LLC
|
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|
Mackenzie Financial Corp
|
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|
Weiss Asset Management LP
|
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|
Salem Investment Counselors Inc
|
|
|
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|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
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|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
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|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
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|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
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|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Captrust Financial Advisors
|
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|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
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|
Capital World Investors
|
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1832 Asset Management L.P.
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HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Global Retirement Partners, LLC
|
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Alteri Wealth LLC
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
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|
|
Anchor Investment Management, LLC
|
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|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
|
Empowered Funds, LLC
|
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Assetmark, Inc
|
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Johnson Financial Group, Inc.
|
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|
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|
|
BRYN MAWR TRUST Co
|
|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
Colonial Trust Co / SC
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Holocene Advisors, LP
|
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Seven Grand Managers, Llc
|
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HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
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XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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|
Pacifica Partners Inc.
|
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|
Financial Management Professionals, Inc.
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Farther Finance Advisors, LLC
|
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USS Investment Management Ltd
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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|
Checchi Capital Advisers, LLC
|
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|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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|
IMC-Chicago, LLC
|
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|
UBS Group AG
|
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Cumberland Partners Ltd
|
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|
Metis Global Partners, LLC
|
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|
AllSquare Wealth Management LLC
|
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|
Ci Investments Inc.
|
|
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|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
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|
Two Sigma Investments, Lp
|
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|
Strategic Investment Advisors / MI
|
|
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|
Townsquare Capital Llc
|
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|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
Hartford Funds Management Co LLC
|
|
|
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|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
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|
Burkehill Global Management, LP
|
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|
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|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Ethos Financial Group, LLC
|
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|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Welch Group, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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|
Wetherby Asset Management Inc
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Trexquant Investment LP
|
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Manufacturers Life Insurance Company, The
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Versant Capital Management, Inc
|
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Everhart Financial Group, Inc.
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UniSuper Management Pty Ltd
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Citizens Financial Group Inc/ri
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Allred Capital Management, LLC
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
Adirondack Trust Co
|
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Verition Fund Management LLC
|
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ASR Vermogensbeheer N.V.
|
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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|
Cheviot Value Management, LLC
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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Hollencrest Capital Management
|
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Kingsview Wealth Management, LLC
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Intech Investment Management Llc
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Trust Co Of Vermont
|
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First Fiduciary Investment Counsel, Inc.
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Signaturefd, Llc
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Stifel Financial Corp
|
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Caas Capital Management Lp
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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Fmr Llc
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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WestEnd Advisors, LLC
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
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Two Sigma Advisers, Lp
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Nilsine Partners, LLC
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WealthTrak Capital Management LLC
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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AdvisorNet Financial, Inc
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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GPS Wealth Strategies Group, LLC
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VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
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Varma Mutual Pension Insurance Co
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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New Mexico Educational Retirement Board
|
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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Mv Capital Management, Inc.
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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Principia Wealth Advisory, LLC
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Trust Asset Management LLC
|
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Perennial Investment Advisors, LLC
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
WPG Advisers, LLC
|
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Caxton Associates Llp
|
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Nfj Investment Group, Llc
|
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Eqis Capital Management, Inc.
|
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TKG Advisors, LLC
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Waterloo Capital, L.P.
|
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California Public Employees Retirement System
|
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
North Dallas Bank & Trust Co
|
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|
Putnam Fl Investment Management Co
|
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Harbor Investment Advisory, Llc
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
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|
|
Nuveen, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
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|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
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|
|
Mount Lucas Management LP
|
|
|
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|
|
Diversified Trust Co
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
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GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
Red Tortoise LLC
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
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|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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Sierra Ocean, Llc
|
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Motley Fool Asset Management LLC
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Jnl Series Trust - Jnl/wmc Value Fund (a)
|
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Marshall & Sterling Wealth Advisors Inc.
|
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|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
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|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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Arkadios Wealth Advisors
|
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GAM Holding AG
|
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Hartford Investment Management Co
|
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Dynamic Advisor Solutions LLC
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
Stony Point Capital LLC
|
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|
EP Wealth Advisors, Inc.
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
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|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
Ascent Group, LLC
|
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Farringdon Capital, Ltd.
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
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|
Bogart Wealth, LLC
|
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
Profund Advisors Llc
|
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|
EverSource Wealth Advisors, LLC
|
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Victory Capital Management Inc
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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|
Crossmark Global Holdings, Inc.
|
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American Capital Advisory, LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Gts Securities Llc
|
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Canada Post Corp Registered Pension Plan
|
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Evoke Wealth, Llc
|
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Tokio Marine Asset Management Co Ltd
|
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Adviser Investments LLC
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Mml Investors Services, Llc
|
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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Mbb Public Markets I Llc
|
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Los Angeles Capital Management Llc
|
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|
Yousif Capital Management, Llc
|
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Boreal Capital Management LLC
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|
National Asset Management, Inc.
|
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Sax Wealth Advisors, Llc
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Sterling Capital Management LLC
|
|
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|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
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|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
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|
Stablepoint Partners, LLC
|
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|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
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|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
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|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
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|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
International Assets Investment Management, Llc
|
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|
|
|
|
Park Avenue Securities Llc
|
|
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|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
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|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Wellington Global Multi-Strategy Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Lynwood Price Capital Management Lp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
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|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
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|
MAI Capital Management
|
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|
Pacer Advisors, Inc.
|
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|
Argent Trust Co
|
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|
Vinva Investment Management Ltd
|
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|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
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|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
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|
Covestor Ltd
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
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|
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|
|
Callan Family Office, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
|
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|
New York Life Investment Management Llc
|
|
|
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|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Bessemer Group Inc
|
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|
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|
|
Polar Capital Holdings Plc
|
|
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|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Sandia Investment Management LP
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Longaeva Partners L.P.
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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Great West Life Assurance Co /can/
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Prosperity Consulting Group, LLC
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Heritage Family Offices, LLP
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Janus Henderson Group Plc
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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Jackson, Grant Investment Advisers, Inc.
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
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GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
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Ing Groep Nv
|
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Commonwealth Equity Services, Llc
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American National Bank
|
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J.Safra Asset Management Corp
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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Credit Agricole S A
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MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
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Marshall Wace, Llp
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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Union Bancaire Privee, UBP SA
|
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Creative Planning
|
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Aviso Financial Inc.
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Ledyard National Bank
|
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Davy Global Fund Management Ltd
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Securian Asset Management, Inc
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Vontobel Holding Ltd.
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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Kestra Advisory Services, LLC
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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Robertson Opportunity Capital, LLC
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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Atom Investors LP
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Bayforest Capital Ltd
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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Envestnet Asset Management Inc
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Sage Mountain Advisors LLC
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Police & Firemen's Retirement System of New Jersey
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Paradigm Financial Partners, Llc
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Halbert Hargrove Global Advisors, Llc
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Summit Trail Advisors, Llc
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Victrix Investment Advisors
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Catalyst Capital Advisors LLC
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Russell Investments Group, Ltd.
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Ameritas Advisory Services, LLC
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Mpwm Advisory Solutions, Llc
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Pensionmark Financial Group, Llc
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First American Bank
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Wealth Enhancement Advisory Services, Llc
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Erste Asset Management GmbH
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Qrg Capital Management, Inc.
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Quarry LP
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Royal London Asset Management Ltd
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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Ossiam
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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Howard Hughes Medical Institute
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Dai-Ichi Life Insurance Company, Ltd
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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Banco BTG Pactual S.A.
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Deseret Mutual Benefit Administrators
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
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|
Raleigh Capital Management Inc.
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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Equitable Trust Co
|
|
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|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
BCDF - Listed Funds Trust - Horizon Kinetics Blockchain Development ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
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Alpha Family Trust
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PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
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Bank Of America Corp /de/
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
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Profunds - Profund Vp Large-cap Growth
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VCGAX - VALIC Co I - Growth & Income Fund
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
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Advisors Asset Management, Inc.
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State Of Wisconsin Investment Board
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United Community Bank
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
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Legacy Financial Advisors, Inc.
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1 North Wealth Services Llc
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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SPC Financial, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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Synovus Financial Corp
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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Illinois Municipal Retirement Fund
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
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Simon Quick Advisors, Llc
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
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IXG - iSHARES TRUST - iShares Global Financials ETF
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Nicholas Company, Inc.
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
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Millennium Management Llc
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Swedbank AB
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
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MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
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Vaughan Nelson Investment Management, L.p.
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Westover Capital Advisors, LLC
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Point72 Europe (London) LLP
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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LGT Group Foundation
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Tortoise Investment Management, LLC
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LGT Financial Advisors LLC
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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Cherry Tree Wealth Management, LLC
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MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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Pettee Investors, Inc.
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Bridgefront Capital, LLC
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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FIL Ltd
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Cynosure Management, Llc
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Bain Capital Public Equity, LP
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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Picton Mahoney Asset Management
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Bokf, Na
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Sagespring Wealth Partners, Llc
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Legato Capital Management LLC
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
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Ridgewood Investments LLC
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Harbor Capital Advisors, Inc.
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Lindbrook Capital, Llc
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Korea Investment CORP
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Rakuten Securities, Inc.
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
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Hanson & Doremus Investment Management
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Railway Pension Investments Ltd
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Amalgamated Bank
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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BlackRock, Inc.
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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Zurcher Kantonalbank (Zurich Cantonalbank)
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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Walleye Trading LLC
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FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
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Lgt Capital Partners Ltd.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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Robeco Institutional Asset Management B.V.
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CIBC Private Wealth Group, LLC
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Hughes Financial Services, LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Raub Brock Capital Management LP
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Carnegie Capital Asset Management, LLC
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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Campbell Newman Asset Management Inc
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
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BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
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Cinctive Capital Management LP
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Dana Investment Advisors, Inc.
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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Brinker Capital Investments, LLC
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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RBF Capital, LLC
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Headlands Technologies LLC
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Keynote Financial Services Llc
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Penobscot Investment Management Company, Inc.
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