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UMA Financial Services, Inc.
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
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|
Advisors Preferred, LLC
|
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|
|
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|
Onefund, Llc
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
Mackenzie Financial Corp
|
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|
Louisiana State Employees Retirement System
|
|
|
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Pacer Advisors, Inc.
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Erste Asset Management GmbH
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Mercer Global Advisors Inc /adv
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Farther Finance Advisors, LLC
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AMG National Trust Bank
|
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Harbour Investments, Inc.
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Macquarie Group Ltd
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
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|
CX Institutional
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
BRYN MAWR TRUST Co
|
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Linden Thomas Advisory Services, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Coldstream Capital Management Inc
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
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|
T. Rowe Price Investment Management, Inc.
|
|
|
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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Prospera Financial Services Inc
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
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Sandy Spring Bank
|
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Tiaa Trust, National Association
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Eads & Heald Wealth Management
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Walleye Trading LLC
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Holderness Investments Co
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Alliancebernstein L.p.
|
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Us Bancorp \de\
|
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Centiva Capital, LP
|
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MXI - iSHARES TRUST - iShares Global Materials ETF
|
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|
Whittier Trust Co Of Nevada Inc
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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CLARET ASSET MANAGEMENT Corp
|
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Sequoia Financial Advisors, LLC
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Oregon Public Employees Retirement Fund
|
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Nuveen, LLC
|
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Solstein Capital, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Zions Bancorporation, National Association /ut/
|
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Bahl & Gaynor Inc
|
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Knollwood Investment Advisory, LLC
|
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Intrust Bank Na
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
Kestra Advisory Services, LLC
|
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|
Laurion Capital Management LP
|
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|
Td Private Client Wealth Llc
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
Tectonic Advisors Llc
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Key FInancial Inc
|
|
|
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|
Checchi Capital Advisers, LLC
|
|
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|
ASR Vermogensbeheer N.V.
|
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|
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|
Ossiam
|
|
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|
LGT Financial Advisors LLC
|
|
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|
Amalgamated Bank
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
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|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
CUT - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
|
|
|
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|
|
Unigestion Holding SA
|
|
|
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|
|
Hemington Wealth Management
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
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|
|
Institutional Investment Strategy Fund
|
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|
Great Lakes Advisors, Llc
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
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|
Nebula Research & Development LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
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|
|
Vivaldi Capital Management, LLC
|
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|
|
Bnp Paribas Arbitrage, Sa
|
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|
CNB Bank
|
|
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|
Robeco Institutional Asset Management B.V.
|
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|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
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|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
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|
|
Creative Planning
|
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|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Howland Capital Management Llc
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
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|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
|
|
Whittier Trust Co
|
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|
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|
Redwood Park Advisors LLC
|
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|
CHICAGO TRUST Co NA
|
|
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|
Strs Ohio
|
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|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
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|
Bellwether Advisors, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
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|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
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|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
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|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
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|
Ethic Inc.
|
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|
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
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|
True Wealth Design, LLC
|
|
|
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Plato Investment Management Ltd
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
Rhumbline Advisers
|
|
|
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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Mirova
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Prestige Wealth Management Group LLC
|
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|
M&t Bank Corp
|
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Marshall Wace, Llp
|
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Rialto Wealth Management, LLC
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Vident Advisory, LLC
|
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HBK Sorce Advisory LLC
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
State Of Michigan Retirement System
|
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|
DRW Securities, LLC
|
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Canada Post Corp Registered Pension Plan
|
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Fortitude Family Office, LLC
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
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|
Wbi Investments, Inc.
|
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DAVENPORT & Co LLC
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Dai-Ichi Life Insurance Company, Ltd
|
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First City Capital Management, Inc.
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Palisade Capital Management Llc/nj
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
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|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
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|
McElhenny Sheffield Capital Management, LLC
|
|
|
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|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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B. Metzler seel. Sohn & Co. AG
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Salomon & Ludwin, LLC
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Aviso Financial Inc.
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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Alpine Woods Capital Investors, Llc
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Warren Averett Asset Management, LLC
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Ieq Capital, Llc
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Profunds - Profund Vp Large-cap Value
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
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Atlantic Union Bankshares Corp
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Wolff Wiese Magana Llc
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
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Mv Capital Management, Inc.
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SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
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Blair William & Co/il
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Umb Bank N A/mo
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Pinnacle Financial Partners Inc
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Distillate Capital Partners LLC
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Ascent Capital Management, LLC
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Mitsubishi UFJ Trust & Banking Corp
|
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JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Armstrong Advisory Group, Inc
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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Pictet Asset Management Holding SA
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Berger Financial Group, Inc
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Quarry LP
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Asset Management One Co., Ltd.
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Exchange Traded Concepts, Llc
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
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Charles Schwab Investment Management Inc
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
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Raymond James Financial Inc
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Mirae Asset Global Investments Co., Ltd.
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Sepio Capital, LP
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Parkworth Wealth Management, Inc.
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Glenmede Investment Management, LP
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Glenmede Trust Co Na
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TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Dogwood Wealth Management LLC
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Farmers & Merchants Investments Inc
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Goldman Sachs Group Inc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Trexquant Investment LP
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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Sachetta, LLC
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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Boothbay Fund Management, Llc
|
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PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
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Principia Wealth Advisory, LLC
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Holocene Advisors, LP
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Cynosure Management, Llc
|
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Entropy Technologies, LP
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CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
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SOUTH STATE Corp
|
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Shell Asset Management Co
|
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Scientech Research LLC
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Hummer Financial Advisory Services Inc
|
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HFM Investment Advisors, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Susquehanna International Group, Llp
|
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Monte Financial Group, LLC
|
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Sound Income Strategies, LLC
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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JustInvest LLC
|
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Empowered Funds, LLC
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American Century Companies Inc
|
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BNP Paribas Asset Management Holding S.A.
|
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Activest Wealth Management
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Voloridge Investment Management, Llc
|
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|
Quantinno Capital Management LP
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
USA Financial Portformulas Corp
|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
Hm Payson & Co
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
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|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
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|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
|
|
Sunbelt Securities, Inc.
|
|
|
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|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
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California State Teachers Retirement System
|
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|
Liberty All Star Equity Fund
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
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|
|
Natixis
|
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|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
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|
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|
|
UNIVEST FINANCIAL Corp
|
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|
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|
HB Wealth Management, LLC
|
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Cetera Investment Advisers
|
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Adage Capital Partners Gp, L.l.c.
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
Bell Investment Advisors, Inc
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Cape Investment Advisory, Inc.
|
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Verition Fund Management LLC
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Hartland & Co., LLC
|
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Everence Capital Management Inc
|
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ExodusPoint Capital Management, LP
|
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Siemens Fonds Invest GmbH
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
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|
Huntington National Bank
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Man Group plc
|
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Acadian Asset Management Llc
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Texas Permanent School Fund
|
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ISAM Funds (UK) Ltd
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
GeoWealth Management, LLC
|
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|
Inscription Capital, LLC
|
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|
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|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Baird Financial Group, Inc.
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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|
AdvisorNet Financial, Inc
|
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|
Transamerica Financial Advisors, Inc.
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Annis Gardner Whiting Capital Advisors, LLC
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
CAPROCK Group, Inc.
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Eastern Bank
|
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EverSource Wealth Advisors, LLC
|
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Trust Co Of Vermont
|
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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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|
Kelly Lawrence W & Associates Inc/ca
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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|
Abn Amro Investment Solutions
|
|
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Bank of New York Mellon Corp
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Ameriprise Financial Inc
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
DiNuzzo Private Wealth, Inc.
|
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Lombard Odier Asset Management (Switzerland) SA
|
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Delta Global Management LP
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
Czech National Bank
|
|
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
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|
Bokf, Na
|
|
|
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
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|
Hantz Financial Services, Inc.
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
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|
Pathstone Holdings, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
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|
CIBC Private Wealth Group, LLC
|
|
|
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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XTX Topco Ltd
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Callan Family Office, LLC
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|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
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|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
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|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
Occudo Quantitative Strategies Lp
|
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|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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United Capital Financial Advisers, Llc
|
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Manchester Capital Management LLC
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Woodline Partners LP
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Allspring Global Investments Holdings, LLC
|
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Midwest Trust Co
|
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FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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Delta Asset Management Llc/tn
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Twelve Points Wealth Management LLC
|
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Bessemer Group Inc
|
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Xponance, Inc.
|
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Financial Management Professionals, Inc.
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Richardson Capital Management LLC
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Clean Yield Group
|
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Assetmark, Inc
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Princeton Global Asset Management LLC
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FIL Ltd
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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Handelsbanken Fonder AB
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Schonfeld Strategic Advisors LLC
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Maseco Llp
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Aegon Asset Management Uk Plc
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Global Trust Asset Management, LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
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Engineers Gate Manager LP
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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Alliance Wealth Advisors, LLC /UT
|
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Wells Fargo & Company/mn
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Sciencast Management LP
|
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LPL Financial LLC
|
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
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Generali Asset Management SPA SGR
|
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Penserra Capital Management LLC
|
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DnB Asset Management AS
|
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Riggs Asset Managment Co. Inc.
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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Commerzbank Aktiengesellschaft /fi
|
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Nixon Peabody Trust Co
|
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Daiwa Securities Group Inc.
|
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Chicago Partners Investment Group LLC
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|
Prudential Plc
|
|
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|
Williams Jones Wealth Management, LLC.
|
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Bogart Wealth, LLC
|
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Illinois Municipal Retirement Fund
|
|
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|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
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|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
|
|
Schechter Investment Advisors, LLC
|
|
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|
|
|
Gotham Asset Management, LLC
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
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Dunhill Financial, LLC
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Morningstar Investment Management LLC
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Swedbank AB
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Sei Investments Co
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
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Commerce Bank
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Flagship Harbor Advisors, Llc
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NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
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Aster Capital Management (DIFC) Ltd
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Sumitomo Life Insurance Co
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Resona Asset Management Co.,Ltd.
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Systematic Alpha Investments, LLC
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Comerica Bank
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Qrg Capital Management, Inc.
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Investors Research Corp
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Portside Wealth Group, LLC
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Robeco Schweiz AG
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UBS Group AG
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
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Norinchukin Bank, The
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Bank of Jackson Hole Trust
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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Catalyst Funds Management Pty Ltd
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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Meiji Yasuda Asset Management Co Ltd.
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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Sierra Ocean, Llc
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Guggenheim Strategic Opportunities Fund
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VSTIX - VALIC Co I - Stock Index Fund
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
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Bailard, Inc.
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Arrowstreet Capital, Limited Partnership
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
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Meridian Financial, LLC
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Costello Asset Management, INC
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Police & Firemen's Retirement System of New Jersey
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Salem Investment Counselors Inc
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Sky Investment Group LLC
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
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TFC Financial Management
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
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Crossmark Global Holdings, Inc.
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Edgestream Partners, L.P.
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Profunds - Profund Vp Basic Materials
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Prudential Financial Inc
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Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
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Crewe Advisors LLC
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Alpine Bank Wealth Management
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NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
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Kayne Anderson Rudnick Investment Management Llc
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Advisor Group Holdings, Inc.
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
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Summit Trail Advisors, Llc
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Allianz Asset Management GmbH
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Compass Ion Advisors, LLC
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National Pension Service
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
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STFGX - Advisers Investment Trust - State Farm Growth Fund
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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Northern Trust Corp
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CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
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Jfs Wealth Advisors, Llc
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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Quest 10 Wealth Builders, Inc.
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
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NJ State Employees Deferred Compensation Plan
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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