|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
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|
|
|
Advisor Group Holdings, Inc.
|
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|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
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|
|
Transce3nd, LLC
|
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|
Oak Thistle LLC
|
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Securian Asset Management, Inc
|
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|
State of Wyoming
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Prospector Partners Llc
|
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|
|
|
Rosenberg Matthew Hamilton
|
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|
MCF Advisors LLC
|
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|
Ieq Capital, Llc
|
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|
Northern Trust Corp
|
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|
Ameritas Advisory Services, LLC
|
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|
Retireful, LLC
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
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|
Berkshire Asset Management Llc/pa
|
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|
Live Oak Investment Partners
|
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|
David Wealth Management LLC
|
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|
S.A. Mason LLC
|
|
|
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|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
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|
Brinker Capital Investments, LLC
|
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|
Barclays Plc
|
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FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Schroder Investment Management Group
|
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|
Commerce Bank
|
|
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|
Brandywine Oak Private Wealth Llc
|
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|
Caliber Wealth Management, LLC / KS
|
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|
|
Princeton Global Asset Management LLC
|
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|
Westmount Partners, LLC
|
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|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Shell Asset Management Co
|
|
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|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Burney Co/
|
|
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|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Enterprise Financial Services Corp
|
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|
Barometer Capital Management Inc.
|
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|
Maven Securities LTD
|
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|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
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|
Trillium Asset Management, Llc
|
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|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Aegis Wealth Management LLC
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|
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Guardian Capital Lp
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
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|
Neuberger Berman Group LLC
|
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|
Accuvest Global Advisors
|
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|
North Star Asset Management Inc
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
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|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
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|
Crossmark Global Holdings, Inc.
|
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|
Raiffeisen Bank International AG
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
Farmers National Bank
|
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|
|
Credential Securities Inc.
|
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|
AdvisorNet Financial, Inc
|
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
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|
|
Federation des caisses Desjardins du Quebec
|
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|
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|
|
Patton Albertson Miller Group, Llc
|
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|
LMG Wealth Partners, LLC
|
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|
Schechter Investment Advisors, LLC
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
Amundi
|
|
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Apollon Wealth Management, LLC
|
|
|
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|
Cullen/frost Bankers, Inc.
|
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
Roanoke Asset Management Corp/ Ny
|
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Concurrent Investment Advisors, LLC
|
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CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Erste Asset Management GmbH
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
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|
Allspring Global Investments Holdings, LLC
|
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|
Ibex Wealth Advisors
|
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|
Natixis
|
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|
Ellevest, Inc.
|
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|
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Mbb Public Markets I Llc
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
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|
Parkside Financial Bank & Trust
|
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
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|
Bank of New York Mellon Corp
|
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UniSuper Management Pty Ltd
|
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Nisa Investment Advisors, Llc
|
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
Waratah Capital Advisors Ltd.
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
CI Private Wealth, LLC
|
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|
Mml Investors Services, Llc
|
|
|
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|
Crux Wealth Advisors
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
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|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
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|
|
Decatur Capital Management, Inc.
|
|
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|
ESL Trust Services, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Graham Capital Management, L.P.
|
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|
Bridgewater Associates, LP
|
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|
Principal Financial Group Inc
|
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|
Simplex Trading, Llc
|
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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|
Costello Asset Management, INC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
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|
Cerity Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Chico Wealth RIA
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
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|
Oppenheimer & Co Inc
|
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|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
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|
Hartland & Co., LLC
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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Monument Capital Management
|
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
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Limestone Investment Advisors LP
|
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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American Capital Advisory, LLC
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Armstrong Advisory Group, Inc
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Hollencrest Capital Management
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Hughes Financial Services, LLC
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Stifel Financial Corp
|
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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Clear Street Markets Llc
|
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Duncker Streett & Co Inc
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Klp Kapitalforvaltning As
|
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State of New Jersey Common Pension Fund D
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
Bridgefront Capital, LLC
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Activest Wealth Management
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Millennium Management Llc
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
Burns Matteson Capital Management, LLC
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Dynamic Advisor Solutions LLC
|
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|
Maryland State Retirement & Pension System
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Family Legacy, Inc.
|
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Bell Investment Advisors, Inc
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
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Prudential Plc
|
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Citizens Financial Group Inc/ri
|
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Volterra Technologies LP
|
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Private Advisor Group, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Arlington Trust Co LLC
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CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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Woodley Farra Manion Portfolio Management Inc
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Bank Of Montreal /can/
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
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|
Ramirez Asset Management, Inc.
|
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|
Montag A & Associates Inc
|
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|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
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|
Transamerica Financial Advisors, Inc.
|
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|
Westwood Holdings Group Inc
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|
Balyasny Asset Management Llc
|
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Golden State Equity Partners
|
|
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|
Canandaigua National Bank & Trust Co
|
|
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|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
|
Capital Analysts, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
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|
|
Commerzbank Aktiengesellschaft /fi
|
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
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|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
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|
International Assets Investment Management, Llc
|
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|
|
StoneX Group Inc.
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
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Patron Partners Advisors, Llc
|
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Tiaa Trust, National Association
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
AlTi Global, Inc.
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TrueMark Investments, LLC
|
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WestEnd Advisors, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
Avantax Advisory Services, Inc.
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Affinity Investment Advisors, Llc
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Axa S.a.
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Confluence Wealth Services, Inc.
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
SG Americas Securities, LLC
|
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Siemens Fonds Invest GmbH
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
CAPROCK Group, Inc.
|
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
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Aptus Capital Advisors, LLC
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Bessemer Group Inc
|
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|
Public Sector Pension Investment Board
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Brown, Lisle/cummings, Inc.
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
MetLife Investment Management, LLC
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180 Wealth Advisors, Llc
|
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Nbt Bank N A /ny
|
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Dunhill Financial, LLC
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Mount Yale Investment Advisors, LLC
|
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Penserra Capital Management LLC
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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Royal Fund Management, LLC
|
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|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
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Natixis Advisors, L.p.
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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Cambridge Investment Research Advisors, Inc.
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
State of Tennessee, Treasury Department
|
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|
Goldman Sachs Group Inc
|
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Contravisory Investment Management, Inc.
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
Vanguard Group Inc
|
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Concord Asset Management, LLC/VA
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Worldquant Millennium Advisors Llc
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Bank & Trust Co
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Beacon Pointe Advisors, LLC
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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Fifth Third Bancorp
|
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RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
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First Bank & Trust
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
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|
|
RW Investment Management LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
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|
|
Westpac Banking Corp
|
|
|
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|
|
California Public Employees Retirement System
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
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CENTRAL TRUST Co
|
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Sheets Smith Wealth Management
|
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Laffer Investments
|
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SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Fifth Third Wealth Advisors LLC
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OneAscent Financial Services LLC
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Trust Co Of Toledo Na /oh/
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Bowman & Co S.C.
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Simmons Bank
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First Business Financial Services, Inc.
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Resources Investment Advisors, LLC.
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HB Wealth Management, LLC
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Beacon Investment Advisory Services, Inc.
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Ossiam
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SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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Ing Groep Nv
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Captrust Financial Advisors
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Ostrum Asset Management
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Tokio Marine Asset Management Co Ltd
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Kentucky Retirement Systems Insurance Trust Fund
|
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YANKCOM Partnership
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Integrity Alliance, Llc.
|
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Sachetta, LLC
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AA Financial Advisors, LLC
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GAMMA Investing LLC
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Dorsey & Whitney Trust CO LLC
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CIBC World Markets Inc.
|
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First Community Trust Na
|
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WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
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Kimelman & Baird, LLC
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USS Investment Management Ltd
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SOUTH STATE Corp
|
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Capital Advisors, Ltd. LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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Umb Bank N A/mo
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Whittier Trust Co
|
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PineBridge Investments, L.P.
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Baird Financial Group, Inc.
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Sagespring Wealth Partners, Llc
|
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Coastline Trust Co
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Bridgeway Capital Management Inc
|
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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First Financial Bank - Trust Division
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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Oak Harbor Wealth Partners, Llc
|
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Saxon Interests, Inc.
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Scissortail Wealth Management, LLC
|
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Advocate Group Llc
|
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Choate Investment Advisors
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
Farther Finance Advisors, LLC
|
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Standard Life Aberdeen plc
|
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|
Delta Accumulation, LLC
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Belpointe Asset Management LLC
|
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|
Everstar Asset Management, LLC
|
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Principal Securities, Inc.
|
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Calamos Advisors LLC
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Empirical Finance, LLC
|
|
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|
Warren Averett Asset Management, LLC
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Delta Investment Management, LLC
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
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|
Nuveen, LLC
|
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|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Apexium Financial, Lp
|
|
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|
Xponance, Inc.
|
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EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF
|
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|
Twin Capital Management Inc
|
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|
Cigna Investments Inc /new
|
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|
Investment Management Corp of Ontario
|
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|
Metis Global Partners, LLC
|
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|
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|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
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|
Nordea Investment Management Ab
|
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City State Bank
|
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|
Ellsworth Advisors, LLC
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Marco Investment Management Llc
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
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|
Parallel Advisors, LLC
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
CBIZ Investment Advisory Services, LLC
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Tower Wealth Partners, Inc.
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Creative Planning
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
Beacon Investment Advisors Llc
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|
Sustainable Insight Capital Management, LLC
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|
State Of Michigan Retirement System
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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|
Annis Gardner Whiting Capital Advisors, LLC
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BLPIX - Profunds - Bull Profund Investor Class
|
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Capital International Inc /ca/
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LRI Investments, LLC
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Syon Capital Llc
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Plato Investment Management Ltd
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
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Kayne Anderson Rudnick Investment Management Llc
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Appleton Partners Inc/ma
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Highline Wealth Partners Llc
|
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Atlas Capital Advisors Llc
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Pandora Wealth, Inc.
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Voleon Capital Management Lp
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Ar Asset Management Inc
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|
Independence Bank of Kentucky
|
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AdvisorShares Investments LLC
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Ubs Asset Management Americas Inc
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|
Willis Investment Counsel
|
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Moisand Fitzgerald Tamayo, LLC
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
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|
Walleye Trading LLC
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
Moody National Bank Trust Division
|
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|
GLOBALT Investments LLC / GA
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Johnson Financial Group, Inc.
|
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Vaughan David Investments Inc/il
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
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|
MorganRosel Wealth Management, LLC
|
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|
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|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
Czech National Bank
|
|
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|
Embree Financial Group
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
Bnp Paribas
|
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|
L2 Asset Management, LLC
|
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|
EagleClaw Capital Managment, LLC
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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|
Harrell Investment Partners, Llc
|
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|
Macquarie Group Ltd
|
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
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|
Credit Agricole S A
|
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|
Zacks Investment Management
|
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|
Canada Pension Plan Investment Board
|
|
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|
NorthCrest Asset Manangement, LLC
|
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|
Golden State Wealth Management, LLC
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
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|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
Assetmark, Inc
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Pinnacle Associates Ltd
|
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|
Agp Franklin, Llc
|
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|
Vise Technologies, Inc.
|
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Exchange Traded Concepts, Llc
|
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|
Nicholas Investment Partners, LP
|
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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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|
|
Engineers Gate Manager LP
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
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|
Ccm Investment Group, Llc
|
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|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
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|
|
Intech Investment Management Llc
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Founders Capital Management, Llc
|
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|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
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|
Advisory Alpha, LLC
|
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|
ORG Partners LLC
|
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|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
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|
|
Haverford Trust Co
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
|
|
|
AE Wealth Management LLC
|
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|
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|
|
Korea Investment CORP
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
CoreCap Advisors, LLC
|
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|
|
Total Investment Management Inc
|
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|
|
Concord Wealth Partners
|
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|
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|
|
Horizon Investments, LLC
|
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|
Searle & Co.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
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|
|
J.w. Cole Advisors, Inc.
|
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|
Achmea Investment Management B.V.
|
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|
Old National Bancorp /in/
|
|
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|
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|
Oakworth Capital, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
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|
Hilltop Holdings Inc.
|
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|
Tectonic Advisors Llc
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
|
Two Sigma Securities, Llc
|
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|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
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|
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|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
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|
|
Generali Asset Management SPA SGR
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
|
Guggenheim Capital Llc
|
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|
Pittenger & Anderson Inc
|
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|
Aigen Investment Management, Lp
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
Oxford Asset Management Llp
|
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|
Apella Capital, LLC
|
|
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|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
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|
|
|
Atlantic Trust, LLC
|
|
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|
|
CX Institutional
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Avion Wealth
|
|
|
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|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
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|
Harbour Investments, Inc.
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
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|
|
Howland Capital Management Llc
|
|
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|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Hook Mill Capital Partners, LP
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
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Dimensional Fund Advisors Lp
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Wealthfront Advisers Llc
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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Envestnet Asset Management Inc
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Quantinno Capital Management LP
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Corient IA LLC
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Silvant Capital Management LLC
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Applied Finance Capital Management, LLC
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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Simon Quick Advisors, Llc
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D.a. Davidson & Co.
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Kestra Advisory Services, LLC
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Tri-continental Corp
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Hager Investment Management Services, Llc
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BRYN MAWR TRUST Co
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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Profunds - Profund Vp Ultrabull
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Aspire Growth Partners LLC
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Archer Investment Corp
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Harbor Investment Advisory, Llc
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