|
Gateway Investment Advisers Llc
|
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|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
Chase Investment Counsel Corp
|
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|
Kestra Advisory Services, LLC
|
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|
Alliancebernstein L.p.
|
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|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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|
Quadcap Wealth Management, LLC
|
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|
Forsta Ap-fonden
|
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Plato Investment Management Ltd
|
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Tocqueville Asset Management L.p.
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Pitcairn Co
|
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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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|
Principia Wealth Advisory, LLC
|
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
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|
Stephens Consulting, LLC
|
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|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
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|
Palumbo Wealth Management LLC
|
|
|
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|
Susquehanna Fundamental Investments, Llc
|
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|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
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|
Staley Capital Advisers Inc
|
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|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
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|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
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|
Smith Group Asset Management, LLC
|
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|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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|
|
|
|
WPWealth LLP
|
|
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
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|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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|
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|
Sterling Capital Management LLC
|
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|
Total Investment Management Inc
|
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|
Balyasny Asset Management Llc
|
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Register Financial Advisors LLC
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Blue Grotto Capital, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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|
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|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
Bridgeway Capital Management Inc
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
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|
|
|
|
Nbc Securities, Inc.
|
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|
Pathstone Holdings, LLC
|
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|
Blueshift Asset Management, LLC
|
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|
Gsa Capital Partners Llp
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
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|
Skopos Labs, Inc.
|
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|
Norges Bank
|
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|
Centaurus Financial, Inc.
|
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Sherbrooke Park Advisers Llc
|
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|
IFP Advisors, Inc
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
|
Bank Of America Corp /de/
|
|
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|
ORG Partners LLC
|
|
|
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|
True Wealth Design, LLC
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
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|
|
Voya Investment Management Llc
|
|
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|
|
TFC Financial Management
|
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|
Hudson Bay Capital Management LP
|
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|
Raiffeisen Bank International AG
|
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Archon Capital Management LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Atreides Management, LP
|
|
|
|
|
|
BlackRock Science & Technology Trust II
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
No Street GP LP
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I
|
|
|
|
|
|
Sapience Investments, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Hel Ved Capital Management Ltd
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
CLOU - Global X Funds - Global X Cloud Computing ETF
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
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|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
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|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
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|
Hartland & Co., LLC
|
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|
Polen Capital Management Llc
|
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|
Hurley Capital, LLC
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
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|
Caxton Associates Llp
|
|
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|
TCG Advisory Services, LLC
|
|
|
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|
|
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
|
|
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|
|
Sunbelt Securities, Inc.
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
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|
|
Summit Partners Public Asset Management, Llc
|
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|
Ausdal Financial Partners, Inc.
|
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|
Pnc Financial Services Group, Inc.
|
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|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
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|
|
American Century Companies Inc
|
|
|
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|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
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|
CX Institutional
|
|
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|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
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|
Mml Investors Services, Llc
|
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|
Geneos Wealth Management Inc.
|
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|
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|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
|
Cardiff Park Advisors, Llc
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
Greenwood Capital Associates Llc
|
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Spark Investment Management LLC
|
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Rogco, Lp
|
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|
State Of Wisconsin Investment Board
|
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Edmond De Rothschild Holding S.a.
|
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|
APG Asset Management US Inc.
|
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|
Empowered Funds, LLC
|
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|
Summit Trail Advisors, Llc
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Advisory Services Network, LLC
|
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|
CIBC Asset Management Inc
|
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|
Twin Tree Management, LP
|
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|
Bogart Wealth, LLC
|
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|
Handelsbanken Fonder AB
|
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|
Bay Harbor Wealth Management, LLC
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
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|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
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|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
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|
|
GraniteShares Advisors LLC
|
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|
Iron Horse Wealth Management, LLC
|
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|
Options Solutions, Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
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|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
Encompass More Asset Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
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|
|
Equitable Holdings, Inc.
|
|
|
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|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Hood River Capital Management LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Circumference Group LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Anson Funds Management LP
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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HighMark Wealth Management LLC
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
American Capital Advisory, LLC
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|
Fifth Third Bancorp
|
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Sofos Investments, Inc.
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DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A
|
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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|
J. Safra Sarasin Holding AG
|
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|
Telemark Asset Management, LLC
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DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
HighTower Advisors, LLC
|
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|
Td Private Client Wealth Llc
|
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Morgan Stanley
|
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Amalgamated Bank
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Callan Family Office, LLC
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Merit Financial Group, LLC
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HFM Investment Advisors, LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Private Wealth Management Group, LLC
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Toronado Partners, LLC
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Lowe Wealth Advisors, LLC
|
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Eqis Capital Management, Inc.
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Kingsview Wealth Management, LLC
|
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Concord Wealth Partners
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Jane Street Group, Llc
|
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
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|
Ancora Advisors, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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|
Sachem Head Capital Management LP
|
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Bridgewater Associates, LP
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SkyOak Wealth, LLC
|
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Martingale Asset Management L P
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
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DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
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Maplelane Capital, Llc
|
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Private Wealth Asset Management, LLC
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GW&K Investment Management, LLC
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Ellevest, Inc.
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Shelton Wealth Management, Llc
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Ascent Group, LLC
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Truist Financial Corp
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Envestnet Asset Management Inc
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Kennicott Capital Management Llc
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Schonfeld Strategic Advisors LLC
|
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Formula Growth Ltd
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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|
Advisors Asset Management, Inc.
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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Allianz Se
|
|
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EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
CVA Family Office, LLC
|
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Affinity Investment Advisors, Llc
|
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|
Pallas Capital Advisors LLC
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|
Mackenzie Financial Corp
|
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|
Rhumbline Advisers
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Independent Advisor Alliance
|
|
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|
City National Bank Of Florida /msd
|
|
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|
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|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
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|
Sandy Spring Bank
|
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|
Quest Partners LLC
|
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|
Stone House Investment Management, LLC
|
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|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
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|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Metavasi Capital LP
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Jericho Capital Asset Management L.P.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
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Jones Financial Companies Lllp
|
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Integrated Wealth Concepts LLC
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Atlantic Union Bankshares Corp
|
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Toth Financial Advisory Corp
|
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Two Sigma Advisers, Lp
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
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|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Connective Capital Management, LLC
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Deutsche Bank Ag\
|
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Emerald Advisers, Llc
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Bell Investment Advisors, Inc
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Cornerstone Planning Group LLC
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Farmers Trust Co
|
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D. E. Shaw & Co., Inc.
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Daiwa Securities Group Inc.
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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|
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|
Neuberger Berman Group LLC
|
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Valued Wealth Advisors LLC
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Prudential Plc
|
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
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|
Savant Capital, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
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|
PrairieView Partners, LLC
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Aspiring Ventures, LLC
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Vestmark Advisory Solutions, Inc.
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Ridgewood Investments LLC
|
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Founders Financial Alliance, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
West Branch Capital LLC
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|
Whipplewood Advisors, LLC
|
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Leuthold Group, Llc
|
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FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
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|
Horizon Investments, LLC
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|
Klp Kapitalforvaltning As
|
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|
DiNuzzo Private Wealth, Inc.
|
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RMR Wealth Builders
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
Twin Capital Management Inc
|
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VCSTX - VALIC Co I - Science & Technology Fund
|
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Accent Capital Management, LLC
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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Park Avenue Securities Llc
|
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Metis Global Partners, LLC
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Connor, Clark & Lunn Investment Management Ltd.
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Cambridge Investment Research Advisors, Inc.
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
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Rockefeller Capital Management L.P.
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|
GM Advisory Group, Inc.
|
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Macquarie Group Ltd
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New York State Common Retirement Fund
|
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|
Pacer Advisors, Inc.
|
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|
LRI Investments, LLC
|
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Roxbury Financial LLC
|
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|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
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|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
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|
|
Versant Capital Management, Inc
|
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|
Commerce Bank
|
|
|
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|
Integrated Quantitative Investments LLC
|
|
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|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
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|
|
McAdam, LLC
|
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|
Castle Hook Partners LP
|
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|
Axa S.a.
|
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|
180 Wealth Advisors, Llc
|
|
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|
Alpha Cubed Investments, LLC
|
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|
Kilter Group LLC
|
|
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|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
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|
|
Nuveen, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
RJA Asset Management LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
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Quantinno Capital Management LP
|
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|
|
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MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
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|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
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|
Kestra Private Wealth Services, Llc
|
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Thoroughbred Financial Services, Llc
|
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JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
Parkworth Wealth Management, Inc.
|
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LPL Financial LLC
|
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Noble Wealth Management PBC
|
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Principal Securities, Inc.
|
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Fred Alger Management, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
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|
Colony Group, LLC
|
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GAMMA Investing LLC
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Freestone Capital Holdings, LLC
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|
Robeco Institutional Asset Management B.V.
|
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Panoramic Capital, LLC
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Aviva Plc
|
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Azzad Asset Management Inc /adv
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Capital Fund Management S.a.
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
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|
Cromwell Holdings LLC
|
|
|
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|
Ballentine Partners, LLC
|
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|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
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FSA Wealth Management LLC
|
|
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
|
Blair William & Co/il
|
|
|
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
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|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
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|
Green Alpha Advisors, LLC
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
|
BRYN MAWR TRUST Co
|
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Miracle Mile Advisors, LLC
|
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Forte Capital Llc /adv
|
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Ieq Capital, Llc
|
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DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
Accurate Wealth Management, LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
Tokio Marine Asset Management Co Ltd
|
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Personal Cfo Solutions, Llc
|
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Quantitative Investment Management, LLC
|
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Triumph Capital Management
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
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|
Generali Investments, Management Co LLC
|
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Ninety One SA (PTY) Ltd
|
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Arrowstreet Capital, Limited Partnership
|
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SG Americas Securities, LLC
|
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|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
King Luther Capital Management Corp
|
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|
Hussman Strategic Advisors, Inc.
|
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|
HAP Trading, LLC
|
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|
Cullen/frost Bankers, Inc.
|
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|
Ci Investments Inc.
|
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Truvestments Capital Llc
|
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Bridgewater Advisors Inc.
|
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
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|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
BlackRock Innovation & Growth Trust
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Diker Management Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Beaconlight Capital, Llc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Neumann Advisory Hong Kong Ltd
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
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Steward Partners Investment Advisory, Llc
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Wealthcare Advisory Partners LLC
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HB Wealth Management, LLC
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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West Michigan Advisors, Llc
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Clayton Partners LLC
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Engineers Gate Manager LP
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Russell Investments Group, Ltd.
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State Street Corp
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Private Advisor Group, LLC
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FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
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Sage Rhino Capital Llc
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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CIBC World Markets Inc.
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Allworth Financial LP
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CALIFORNIA FIRST LEASING Corp
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Guggenheim Capital Llc
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Retireful, LLC
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PineBridge Investments, L.P.
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Pacific Heights Asset Management Llc
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Tower Research Capital LLC (TRC)
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SYM FINANCIAL Corp
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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B. Metzler seel. Sohn & Co. AG
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Bank Of Nova Scotia
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Clean Yield Group
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Rothschild Investment Llc
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SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
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Larson Financial Group LLC
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State of Wyoming
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Second Half Financial Partners, LLC
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Stanley-Laman Group, Ltd.
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O'shaughnessy Asset Management, Llc
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Mn Services Vermogensbeheer B.V.
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Fourth Dimension Wealth, LLC
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Us Bancorp \de\
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
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Capital Advisors, Ltd. LLC
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Chicago Partners Investment Group LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Mercer Global Advisors Inc /adv
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Congress Wealth Management LLC / DE /
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SJS Investment Consulting Inc.
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AIQ - Global X Funds - Global X Future Analytics Tech ETF
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Korea Investment CORP
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Boothbay Fund Management, Llc
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JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Prime Capital Investment Advisors, LLC
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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Farther Finance Advisors, LLC
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Simon Quick Advisors, Llc
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Blackrock Science & Technology Trust
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Carret Asset Management, Llc
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Mv Capital Management, Inc.
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Baker Avenue Asset Management, LP
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
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Cable Hill Partners, LLC
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CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
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Selective Wealth Management, Inc.
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Smartleaf Asset Management LLC
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GWM Advisors LLC
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Soltis Investment Advisors LLC
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Cooper Creek Partners Management Llc
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13D Management LLC
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
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Forum Financial Management, LP
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Public Employees Retirement Association Of Colorado
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Credit Agricole S A
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SBI Securities Co., Ltd.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
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VCULX - VALIC Co I - Growth Fund
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SRS Capital Advisors, Inc.
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Uniting Wealth Partners, LLC
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Wedmont Private Capital
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Inscription Capital, LLC
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Bruce G. Allen Investments, LLC
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City Holding Co
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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First Trust Advisors Lp
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Stifel Financial Corp
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Thrivent Financial For Lutherans
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APG Asset Management N.V.
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Ogorek Anthony Joseph /ny/ /adv
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Sei Investments Co
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
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DekaBank Deutsche Girozentrale
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Xcel Wealth Management, LLC
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
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Change Path, LLC
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FNY Investment Advisers, LLC
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RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
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Robertson Stephens Wealth Management, LLC
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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Los Angeles Capital Management Llc
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EBI - RBB Fund Trust - Longview Advantage ETF
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Aptus Capital Advisors, LLC
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Strategic Wealth Partners, Ltd.
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
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American Trust
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
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OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
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Flagship Wealth Advisors, Llc
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
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Meridian Wealth Management, LLC
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
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