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Charter Trust Co
|
|
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|
Cetera Trust Company, N.A
|
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|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
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|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
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|
Diversified Trust Co
|
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|
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|
|
Bokf, Na
|
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|
ISAM Funds (UK) Ltd
|
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Mutual Of America Capital Management Llc
|
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|
TOWER TRUST & INVESTMENT Co
|
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|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
JCP Investment Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Fairbanks Capital Management, Inc.
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
Ballentine Partners, LLC
|
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|
Legal & General Group Plc
|
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|
WPG Advisers, LLC
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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|
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|
FSA Wealth Management LLC
|
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|
Sunbelt Securities, Inc.
|
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FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
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|
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|
Assetmark, Inc
|
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|
|
|
|
Kingsview Wealth Management, LLC
|
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|
AustralianSuper Pty Ltd
|
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|
Allianz Asset Management GmbH
|
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|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
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|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
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|
Keynote Financial Services Llc
|
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|
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Rossby Financial, LCC
|
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|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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|
CAPROCK Group, Inc.
|
|
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
LPL Financial LLC
|
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|
Investors Research Corp
|
|
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|
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|
Pitcairn Co
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Mane Global Capital Management Lp
|
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|
Group One Trading, L.p.
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
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|
Versor Investments LP
|
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|
Ostrum Asset Management
|
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|
Cwm, Llc
|
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|
Rakuten Securities, Inc.
|
|
|
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Centerstone Investors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Twin Lions Management LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
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|
Truist Financial Corp
|
|
|
|
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|
Ambassador Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
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|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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|
Hoey Investments, Inc
|
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|
Norinchukin Bank, The
|
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|
Kingswood Wealth Advisors, Llc
|
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Dogwood Wealth Management LLC
|
|
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
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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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|
|
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|
Pictet Asset Management Holding SA
|
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|
Soundwatch Capital LLC
|
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Onefund, Llc
|
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Nexus Investment Management ULC
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
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|
Oarsman Capital, Inc.
|
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Dorsey & Whitney Trust CO LLC
|
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Dean Investment Associates, Llc
|
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|
Norden Group Llc
|
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Quarry LP
|
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Integrity Alliance, Llc.
|
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|
|
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|
Louisbourg Investments Inc.
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
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|
Glenview Trust Co
|
|
|
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Key FInancial Inc
|
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|
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|
Clear Street Markets Llc
|
|
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Bay Harbor Wealth Management, LLC
|
|
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
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|
LMR Partners LLP
|
|
|
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|
Tompkins Financial Corp
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
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|
Investment Management Corp of Ontario
|
|
|
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
ACR Alpine Capital Research, LLC
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Reinhart Partners, Inc.
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
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Verdence Capital Advisors LLC
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Packer & Co Ltd
|
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Farther Finance Advisors, LLC
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Legacy Capital Wealth Partners, LLC
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Frank, Rimerman Advisors LLC
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Centiva Capital, LP
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Hudson Canyon Capital Management
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
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|
Prime Capital Investment Advisors, LLC
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Everence Capital Management Inc
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Jfs Wealth Advisors, Llc
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
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First Command Advisory Services, Inc.
|
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Cigna Investments Inc /new
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Covestor Ltd
|
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TBH Global Asset Management, LLC
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GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class
|
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Wells Fargo & Company/mn
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Beacon Capital Management, LLC
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Hohimer Wealth Management, Llc
|
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Meridian Wealth Management, LLC
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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NorthRock Partners, LLC
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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Walled Lake Planning & Wealth Management, Llc
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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HHM Wealth Advisors, LLC
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CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
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Mpwm Advisory Solutions, Llc
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AIA Group Ltd
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
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Camelot Portfolios, LLC
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Cromwell Holdings LLC
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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APG Asset Management N.V.
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Cambridge Investment Research Advisors, Inc.
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Axa S.a.
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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Qube Research & Technologies Ltd
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STRV - EA Series Trust - Strive 500 ETF
|
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Illinois Municipal Retirement Fund
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Hsbc Holdings Plc
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Parallax Volatility Advisers, L.P.
|
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Guggenheim Strategic Opportunities Fund
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Jacobs Levy Equity Management, Inc
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Mv Capital Management, Inc.
|
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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Birch Capital Management, LLC
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Sigma Planning Corp
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
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|
Bogart Wealth, LLC
|
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Keybank National Association/oh
|
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|
GeoWealth Management, LLC
|
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Avantra Family Wealth, Inc.
|
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Forum Financial Management, LP
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
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|
Principal Securities, Inc.
|
|
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|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
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|
|
Parkside Financial Bank & Trust
|
|
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|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
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|
|
Artisan Partners Limited Partnership
|
|
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|
Norges Bank
|
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Katamaran Capital LLP
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
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|
|
Aspire Private Capital, LLC
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
|
Pinnacle Financial Partners Inc
|
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|
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|
|
Fmr Llc
|
|
|
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|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
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|
|
Kentucky Retirement Systems
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
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|
Liberty All Star Equity Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
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|
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|
|
Argyle Capital Partners, LLC
|
|
|
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|
Field & Main Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
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|
Optas, LLC
|
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|
New York Life Investment Management Llc
|
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|
Qrg Capital Management, Inc.
|
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|
Interval Partners, LP
|
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|
Two Sigma Advisers, Lp
|
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|
Carmel Capital Partners, LLC
|
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|
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|
BancorpSouth Bank
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
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|
Motco
|
|
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|
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|
Fuller & Thaler Asset Management, Inc.
|
|
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
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|
IFM Investors Pty Ltd
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
|
Geneos Wealth Management Inc.
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
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|
Glenmede Investment Management, LP
|
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|
Whipplewood Advisors, LLC
|
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|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Kize Capital Lp
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Divisadero Street Capital Management, LP
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Q3 Asset Management
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
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Point72 Asset Management, L.P.
|
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Landaas & Co /wi /adv
|
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|
Schwerin Boyle Capital Management Inc
|
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|
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|
|
Atria Wealth Solutions, Inc.
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
|
|
Rialto Wealth Management, LLC
|
|
|
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|
|
American Century Companies Inc
|
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|
Sowell Financial Services LLC
|
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|
iA Global Asset Management Inc.
|
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Intrust Bank Na
|
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PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class
|
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|
Sustainable Insight Capital Management, LLC
|
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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|
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|
GWM Advisors LLC
|
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|
Toroso Investments, LLC
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Ancora Advisors, LLC
|
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City State Bank
|
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|
Waycross Partners, Llc
|
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Venturi Wealth Management, LLC
|
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|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
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|
National Pension Service
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
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|
Cedar Wealth Management, LLC
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Hook Mill Capital Partners, LP
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Resona Asset Management Co.,Ltd.
|
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Evergreen Private Wealth LLC
|
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|
Balyasny Asset Management Llc
|
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Cidel Asset Management Inc
|
|
|
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|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
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|
Pathstone Holdings, LLC
|
|
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RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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|
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|
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Accurate Wealth Management, LLC
|
|
|
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Maryland State Retirement & Pension System
|
|
|
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FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
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|
State of Alaska, Department of Revenue
|
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Quilter Plc
|
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Winton Capital Group Ltd
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Sagespring Wealth Partners, Llc
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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StoneX Group Inc.
|
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Moneta Group Investment Advisors Llc
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Hartford Investment Management Co
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Archer Investment Corp
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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ICW Investment Advisors LLC
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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Simplex Trading, Llc
|
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MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class
|
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|
Mutual Advisors, LLC
|
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Tobam
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Capital International Investors
|
|
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|
Adage Capital Partners Gp, L.l.c.
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
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|
Strs Ohio
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
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|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
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|
TruNorth Capital Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
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|
|
Asset Dedication, LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
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|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Hound Partners, LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
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|
Vanguard Group Inc
|
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|
Gulf International Bank (UK) Ltd
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Optiver Holding B.V.
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|
Baird Financial Group, Inc.
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
ICONIQ Capital, LLC
|
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|
State Of Wisconsin Investment Board
|
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|
Community Bank, N.A.
|
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|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
|
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|
Nvwm, Llc
|
|
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|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Kiltearn Partners LLP
|
|
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|
Harvest Investment Advisors, LLC
|
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|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
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|
Siemens Fonds Invest GmbH
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|
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|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
Voya Investment Management Llc
|
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|
TriaGen Wealth Management LLC
|
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|
Tacita Capital Inc
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
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|
Heritage Wealth Advisors
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
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|
Ing Groep Nv
|
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|
|
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Jaffetilchin Investment Partners, LLC
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
QV Investors Inc.
|
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|
Bessemer Group Inc
|
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|
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|
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
|
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|
Orion Portfolio Solutions, LLC
|
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|
|
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|
Bank of New York Mellon Corp
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Sequoia Financial Advisors, LLC
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Lazard Asset Management Llc
|
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Old National Bancorp /in/
|
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|
Valeo Financial Advisors, LLC
|
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|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
Flossbach Von Storch Ag
|
|
|
|
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|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Private Wealth Asset Management, LLC
|
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|
Colonial Trust Co / SC
|
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|
Quantitative Investment Management, LLC
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Anfield Capital Management, LLC
|
|
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|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
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|
Edmond De Rothschild Holding S.a.
|
|
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|
Cincinnati Financial Corp
|
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
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|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Formula Growth Ltd
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
|
|
|
|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Banyan Capital Management, Inc.
|
|
|
|
|
|
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Baupost Group Llc/ma
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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National Bank Of Canada /fi/
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KBC Group NV
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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Wellington Management Group Llp
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Steel Peak Wealth Management LLC
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Country Trust Bank
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
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Dynamic Technology Lab Private Ltd
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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Forsta Ap-fonden
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St. Johns Investment Management Company, LLC
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Johnson Investment Counsel Inc
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Heritage Wealth Management, Inc.
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BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
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Johnson Financial Group, Inc.
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MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
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Victory Capital Management Inc
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Banque Transatlantique SA
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Allworth Financial LP
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Intech Investment Management Llc
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Nomura Asset Management Co Ltd
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Valley National Advisers Inc
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Mountain Hill Investment Partners Corp.
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Hemington Wealth Management
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Harbour Investments, Inc.
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Us Bancorp \de\
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Bayforest Capital Ltd
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
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Arrowstreet Capital, Limited Partnership
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Great West Life Assurance Co /can/
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1248 Management, LLC
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Level Four Advisory Services, Llc
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Versant Capital Management, Inc
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Sumitomo Mitsui Trust Holdings, Inc.
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Midwest Capital Advisors, LLC
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Mackenzie Financial Corp
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
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Bank Of Stockton
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Elevation Series Trust - RiverNorth Patriot ETF
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Capstone Investment Advisors, Llc
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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Estuary Capital Management LP
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Equitable Trust Co
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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Reuter James Wealth Management, Llc
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DiNuzzo Private Wealth, Inc.
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Channing Capital Management, LLC
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IFP Advisors, Inc
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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Hilltop Holdings Inc.
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Advisory Services Network, LLC
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Spire Wealth Management
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Thompson Siegel & Walmsley Llc
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Stephenson National Bank & Trust
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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UniSuper Management Pty Ltd
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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HFM Investment Advisors, LLC
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Guardian Wealth Advisors, Llc / Nc
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JustInvest LLC
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AlphaCore Capital LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Td Private Client Wealth Llc
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Sentry LLC
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Golden State Wealth Management, LLC
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Kwmg, Llc
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Cape Investment Advisory, Inc.
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Lecap Asset Management Ltd
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Oakworth Capital, Inc.
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Painted Porch Advisors LLC
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Fielder Capital Group LLC
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Tabor Asset Management, LP
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Standard Life Aberdeen plc
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Swiss National Bank
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Rexford Capital Inc
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Hantz Financial Services, Inc.
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Principia Wealth Advisory, LLC
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Insigneo Advisory Services, Llc
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Rosenberg Matthew Hamilton
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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Toronto Dominion Bank
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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Albion Financial Group /ut
|
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GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class
|
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Jones Financial Companies Lllp
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
GHP Investment Advisors, Inc.
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Harbor Investment Advisory, Llc
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Atlantic Trust, LLC
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|
Southeast Asset Advisors Inc.
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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CENTRAL TRUST Co
|
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|
Provident Investment Management, Inc.
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
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|
We Are One Seven, LLC
|
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|
Woodline Partners LP
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
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|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
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|
American Trust
|
|
|
|
|
|
Grandeur Peak Global Advisors, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
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|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
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|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
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|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
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|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Marshall Wace, Llp
|
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|
|
|
|
Wedge Capital Management L L P/nc
|
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|
|
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|
Bristlecone Advisors, LLC
|
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|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
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|
|
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|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Mattern Capital Management, Llc
|
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|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
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|
Wolverine Trading, Llc
|
|
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|
|
PineBridge Investments, L.P.
|
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|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
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|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
