|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Versant Capital Management, Inc
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Harbour Investments, Inc.
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SRS Capital Advisors, Inc.
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Sheaff Brock Investment Advisors, LLC
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Perennial Investment Advisors, LLC
|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
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|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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|
DoubleLine ETF Adviser LP
|
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|
Jump Financial, LLC
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|
Police & Firemen's Retirement System of New Jersey
|
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Conversant Capital LLC
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Campbell & CO Investment Adviser LLC
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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|
State Of Michigan Retirement System
|
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|
Jackson Thornton Asset Management, Llc
|
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Hughes Financial Services, LLC
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Summit Trail Advisors, Llc
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Founders Financial Alliance, LLC
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Cullen/frost Bankers, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Virtus ETF Advisers LLC
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SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
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Freestone Grove Partners LP
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Cerity Partners LLC
|
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Trust Investment Advisors
|
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Nan Shan Life Insurance Co., Ltd.
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Cibc World Markets Corp
|
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
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|
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|
BNP Paribas Asset Management Holding S.A.
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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O'shaughnessy Asset Management, Llc
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
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|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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N.E.W. Advisory Services LLC
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Financial Gravity Companies, Inc.
|
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Bell Investment Advisors, Inc
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Y-Intercept (Hong Kong) Ltd
|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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SOUTH STATE Corp
|
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Waterfall Asset Management, LLC
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Squarepoint Ops LLC
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Lindbrook Capital, Llc
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Kovack Advisors, Inc.
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Merit Financial Group, LLC
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Van Eck Associates Corp
|
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Peak6 Llc
|
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PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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Bogart Wealth, LLC
|
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|
|
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|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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|
EverSource Wealth Advisors, LLC
|
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National Bank Of Canada /fi/
|
|
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SDIV - Global X Funds - Global X SuperDividend ETF
|
|
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|
Teacher Retirement System Of Texas
|
|
|
|
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|
Front Row Advisors LLC
|
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Delos Wealth Advisors, LLC
|
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Cetera Investment Advisers
|
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|
Spears Abacus Advisors LLC
|
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|
Cyndeo Wealth Partners, LLC
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Bnp Paribas Arbitrage, Sa
|
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Ameriflex Group, Inc.
|
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Ariadne Wealth Management, LP
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
AlphaCore Capital LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
Covestor Ltd
|
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|
Evergreen Capital Management Llc
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Spire Wealth Management
|
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|
Xponance, Inc.
|
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MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
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|
Avantax Advisory Services, Inc.
|
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Quest 10 Wealth Builders, Inc.
|
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Bright Futures Wealth Management, LLC.
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Catalyst Capital Advisors LLC
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Steward Partners Investment Advisory, Llc
|
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|
Mutual Advisors, LLC
|
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|
Barclays Plc
|
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Fortitude Family Office, LLC
|
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Ubs Asset Management Americas Inc
|
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|
Kathleen S. Wright Associates Inc.
|
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|
|
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|
Slagle Financial, LLC
|
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
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|
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|
Capital Advisors, Ltd. LLC
|
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|
Sofos Investments, Inc.
|
|
|
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|
Renaissance Technologies Llc
|
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|
Allianz Asset Management GmbH
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Alden Global Capital LLC
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Angel Oak Capital Advisors, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Sullivan Wood Capital Management LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Cruiser Capital Advisors, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A
|
|
|
|
|
|
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Angel Oak Financial Strategies Income Term Trust
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Mariner Investment Group Llc
|
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|
Strategic Global Advisors, LLC
|
|
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|
Jain Global LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
PFG Investments, LLC
|
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|
Armstrong Advisory Group, Inc
|
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|
Cetera Trust Company, N.A
|
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|
Samalin Investment Counsel, LLC
|
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Rothschild Investment Llc
|
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C M Bidwell & Associates Ltd
|
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Norges Bank
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Jones Financial Companies Lllp
|
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DnB Asset Management AS
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JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
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|
1776 Wealth LLC
|
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|
Mercer Global Advisors Inc /adv
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Quest Partners LLC
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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HYIN - WisdomTree Trust - WisdomTree Alternative Income Fund N/A
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Rossby Financial, LCC
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State of Alaska, Department of Revenue
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A
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Trust Co Of Vermont
|
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Boothbay Fund Management, Llc
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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Tower Research Capital LLC (TRC)
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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|
Aptus Capital Advisors, LLC
|
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Franklin Resources Inc
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
Bluefin Capital Management, Llc
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Jane Street Group, Llc
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Cascade Investment Group, Inc.
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Swiss National Bank
|
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Stansberry Asset Management, Llc
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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StoneX Group Inc.
|
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DVDN - ETF Opportunities Trust - Kingsbarn Dividend Opportunity ETF
|
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|
Deutsche Bank Ag\
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
|
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|
Garde Capital, Inc.
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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STXK - EA Series Trust - Strive Small-Cap ETF
|
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Simplex Trading, Llc
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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Manufacturers Life Insurance Company, The
|
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Diligent Investors, LLC
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Nwam Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
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|
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|
Ameriprise Financial Inc
|
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|
Sei Investments Co
|
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Farther Finance Advisors, LLC
|
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PharVision Advisers, LLC
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|
BlackRock, Inc.
|
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|
SG Americas Securities, LLC
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Nomura Holdings Inc
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Charles Schwab Investment Management Inc
|
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D.a. Davidson & Co.
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
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|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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|
Marshall Wace, Llp
|
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|
Principal Financial Group Inc
|
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|
State of New Jersey Common Pension Fund D
|
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|
Stephens Consulting, LLC
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Equitable Holdings, Inc.
|
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|
Treasurer of the State of North Carolina
|
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|
Handelsbanken Fonder AB
|
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|
Cromwell Holdings LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
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|
Atomi Financial Group, Inc.
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
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|
Beach Point Capital Management LP
|
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|
Boston Partners
|
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|
Guggenheim Capital Llc
|
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|
Reyes Financial Architecture, Inc.
|
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Voloridge Investment Management, Llc
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
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|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Invesco Ltd.
|
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|
LPL Financial LLC
|
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|
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|
Rhumbline Advisers
|
|
|
|
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|
Waterloo Capital, L.P.
|
|
|
|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
MORT - VanEck Vectors ETF Trust - VanEck Vectors Mortgage REIT Income ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Smh Capital Advisors Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Tcw Strategic Income Fund Inc
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
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WESPAC Advisors, LLC
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
Point72 Asset Management, L.P.
|
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|
Atria Wealth Solutions, Inc.
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Carnegie Lake Advisors LLC
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Mjp Associates Inc /adv
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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Wellington Management Group Llp
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Nomura Asset Management Co Ltd
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Prelude Capital Management, Llc
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
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Truist Financial Corp
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ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
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Bayview Asset Management, Llc
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Mitsubishi UFJ Trust & Banking Corp
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One Fin Capital Management LP
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
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Northern Right Capital Management, L.P.
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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Yousif Capital Management, Llc
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Sowell Financial Services LLC
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Wolverine Asset Management Llc
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Healthcare Of Ontario Pension Plan Trust Fund
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Perigon Wealth Management, LLC
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Oppenheimer & Co Inc
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BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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Advisor Group Holdings, Inc.
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Checchi Capital Advisers, LLC
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California Public Employees Retirement System
|
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Millennium Management Llc
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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Sterling Capital Management LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Wealthfront Advisers Llc
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Strs Ohio
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Schonfeld Strategic Advisors LLC
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Ameritas Advisory Services, LLC
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D. E. Shaw & Co., Inc.
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Lewis Asset Management, LLC
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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|
Kestra Advisory Services, LLC
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TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
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Dark Forest Capital Management Lp
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Janus Henderson Group Plc
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State Board Of Administration Of Florida Retirement System
|
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FSC Wealth Advisors, LLC
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Alliancebernstein L.p.
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BostonPremier Wealth LLC
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CIBC Private Wealth Group, LLC
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Centiva Capital, LP
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Shell Asset Management Co
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Principal Securities, Inc.
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Cornerstone Planning Group LLC
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Evelyn Partners Investment Management Services Ltd
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Corton Capital Inc.
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Bank Of Montreal /can/
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Axxcess Wealth Management, Llc
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Navis Wealth Advisors, LLC
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Kelly Lawrence W & Associates Inc/ca
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Mariner, LLC
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Measured Wealth Private Client Group, LLC
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Fmr Llc
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Natixis
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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Murphy & Mullick Capital Management Corp
|
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WPG Advisers, LLC
|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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REM - iSHARES TRUST - iShares Mortgage Real Estate ETF
|
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|
Wealthcare Advisory Partners LLC
|
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|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
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|
Cubist Systematic Strategies, LLC
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Csenge Advisory Group
|
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Amalgamated Bank
|
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Umb Bank N A/mo
|
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|
M&t Bank Corp
|
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|
Signature Resources Capital Management, LLC
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International Assets Investment Management, Llc
|
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City Holding Co
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Seacrest Wealth Management, Llc
|
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|
AllSquare Wealth Management LLC
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Hemington Wealth Management
|
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|
Clear Street Markets Llc
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Infrastructure Capital Advisors, Llc
|
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|
Avion Wealth
|
|
|
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|
Retirement Planning Co of New England, Inc.
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Sunbelt Securities, Inc.
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
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|
|
Keybank National Association/oh
|
|
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|
DT Investment Partners, LLC
|
|
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|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
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|
Tidemark, LLC
|
|
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|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
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|
Edgestream Partners, L.P.
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Citigroup Inc
|
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|
Signaturefd, Llc
|
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|
Kendall Capital Management
|
|
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|
|
Virtu Financial LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
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|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
SRET - Global X Funds - Global X SuperDividend REIT ETF
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
RINC - Investment Managers Series Trust II - AXS Real Estate Income ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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Main Street Financial Solutions, LLC
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Caxton Associates Llp
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THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A
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CIBC World Markets Inc.
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American Capital Advisory, LLC
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Voya Global Advantage & Premium Opportunity Fund
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FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
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Voya Investment Management Llc
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Geode Capital Management, Llc
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Stockman Wealth Management, Inc.
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Parkworth Wealth Management, Inc.
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State Street Corp
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Melia Wealth LLC
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Balyasny Asset Management Llc
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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