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Finward Bancorp
|
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Ethos Financial Group, LLC
|
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Prossimo Advisors, LLC
|
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Icon Advisers Inc/co
|
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Amundi
|
|
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|
Confluence Wealth Services, Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Tiaa Trust, National Association
|
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|
MetLife Investment Management, LLC
|
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|
HBK Sorce Advisory LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Mv Capital Management, Inc.
|
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Utah Retirement Systems
|
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|
Essex Financial Services, Inc.
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Oppenheimer Asset Management Inc.
|
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Metis Global Partners, LLC
|
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LPL Financial LLC
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Onefund, Llc
|
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Adirondack Trust Co
|
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BRYN MAWR TRUST Co
|
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Salomon & Ludwin, LLC
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Ingalls & Snyder Llc
|
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Qube Research & Technologies Ltd
|
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Mirae Asset Global Investments Co., Ltd.
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
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|
Callan Capital, LLC
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Jfs Wealth Advisors, Llc
|
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
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|
Colonial Trust Advisors
|
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Pathstone Holdings, LLC
|
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Nuveen, LLC
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GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
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Russell Investments Group, Ltd.
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Advisors Asset Management, Inc.
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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Asset Allocation Strategies LLC
|
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State Of Wisconsin Investment Board
|
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North Star Investment Management Corp.
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
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|
Friedenthal Financial
|
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|
Schechter Investment Advisors, LLC
|
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Equitable Holdings, Inc.
|
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Laurel Wealth Advisors LLC
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
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|
WNY Asset Management, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
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|
Morgan Stanley
|
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|
Guggenheim Strategic Opportunities Fund
|
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Daiwa Securities Group Inc.
|
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Wsfs Capital Management, Llc
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Neuberger Berman Mlp Income Fund Inc.
|
|
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|
Td Asset Management Inc
|
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|
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|
Sculati Wealth Management, LLC
|
|
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
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|
StoneX Group Inc.
|
|
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|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
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|
Quadrature Capital Ltd
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
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|
|
|
Bayforest Capital Ltd
|
|
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|
|
Westwood Holdings Group Inc
|
|
|
|
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|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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Benjamin Edwards Inc
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Fidelis Capital Partners, LLC
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Breakwater Investment Management
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
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DT Investment Partners, LLC
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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Rafferty Asset Management, LLC
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Albion Financial Group /ut
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SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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Applied Finance Capital Management, LLC
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Dahring | Cusmano Llc
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Legacy Investment Solutions, LLC
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Aventail Capital Group, LP
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Beaird Harris Wealth Management, LLC
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Ascent Group, LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Sierra Ocean, Llc
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Mn Services Vermogensbeheer B.V.
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Bank Of Nova Scotia
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Creative Financial Designs Inc /adv
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Xponance, Inc.
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
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Forsta Ap-fonden
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Whittier Trust Co
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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Empowered Funds, LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
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Rakuten Investment Management, Inc.
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Lazard Asset Management Llc
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Cape Investment Advisory, Inc.
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White Pine Investment CO
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Atlantic Trust, LLC
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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ProShare Advisors LLC
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Key FInancial Inc
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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Trifecta Capital Advisors, LLC
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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Sound Income Strategies, LLC
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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Wellington Shields & Co., LLC
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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Delta Asset Management Llc/tn
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Grantham, Mayo, Van Otterloo & Co. LLC
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Newbridge Financial Services Group, Inc.
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QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
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Huntington National Bank
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TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
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B. Metzler seel. Sohn & Co. AG
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Vaughan David Investments Inc/il
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California State Teachers Retirement System
|
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Coppell Advisory Solutions LLC
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R Squared Ltd
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Man Group plc
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Chicago Partners Investment Group LLC
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Sonora Investment Management Group, LLC
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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Callan Family Office, LLC
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Financial Network Wealth Management LLC
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Captrust Financial Advisors
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Hantz Financial Services, Inc.
|
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Kovitz Investment Group Partners, LLC
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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Chicago Capital, LLC
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|
Lakeshore Financial Planning, Inc.
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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Howe & Rusling Inc
|
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|
Canada Pension Plan Investment Board
|
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Stanley-Laman Group, Ltd.
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Atticus Wealth Management, Llc
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Paragon Private Wealth Management, LLC
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Axa S.a.
|
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Texas Permanent School Fund
|
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
Principal Securities, Inc.
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|
Raymond James Financial Inc
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
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|
Binnacle Investments Inc
|
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|
Ameritas Investment Partners, Inc.
|
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|
OMERS ADMINISTRATION Corp
|
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|
Salem Investment Counselors Inc
|
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|
SRS Capital Advisors, Inc.
|
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|
Washington Trust Advisors, Inc.
|
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|
Sigma Planning Corp
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Summit Financial Consulting LLC
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
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|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
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|
|
Horizon Bancorp Inc /in/
|
|
|
|
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|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
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|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
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|
Citadel Advisors Llc
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
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|
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|
Rialto Wealth Management, LLC
|
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|
Regal Investment Advisors LLC
|
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|
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|
Williams Jones Wealth Management, LLC.
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
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|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Stonebrook Private Inc.
|
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|
Trexquant Investment LP
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
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|
Assetmark, Inc
|
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|
Motco
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Banco Santander, S.A.
|
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|
|
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|
Prestige Wealth Management Group LLC
|
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|
|
Atlas Capital Advisors Llc
|
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|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
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|
Abound Wealth Management
|
|
|
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|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
|
|
Centiva Capital, LP
|
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|
|
|
|
Mackenzie Financial Corp
|
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|
Whipplewood Advisors, LLC
|
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Susquehanna International Group, Llp
|
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|
|
Virtu Financial LLC
|
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|
Manufacturers Life Insurance Company, The
|
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|
Prelude Capital Management, Llc
|
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|
Squarepoint Ops LLC
|
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|
Triton Wealth Management, PLLC
|
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|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Morse Asset Management, Inc
|
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|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Mufg Securities Americas Inc.
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
|
|
|
Gallo Partners, LP
|
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|
|
Capital Investment Advisors, LLC
|
|
|
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|
|
M1 Capital Management LLC
|
|
|
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|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
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|
|
Pinnacle Wealth Management Group, Inc.
|
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|
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|
|
Rothschild Investment Llc
|
|
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|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
AIFG Consultants Ltd.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
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|
NorthRock Partners, LLC
|
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|
BancorpSouth Bank
|
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|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
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|
|
|
Leo Wealth, LLC
|
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|
Kingsview Wealth Management, LLC
|
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|
|
Sandy Spring Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
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|
Bell Investment Advisors, Inc
|
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|
Arizona State Retirement System
|
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|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
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|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
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|
Vestcor Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
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|
Hartland & Co., LLC
|
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|
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|
Morton Community Bank
|
|
|
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|
SG Americas Securities, LLC
|
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|
Blue Chip Partners, Inc.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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|
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|
Dana Investment Advisors, Inc.
|
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Woodline Partners LP
|
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|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
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|
Ci Investments Inc.
|
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Probity Advisors, Inc.
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Oppenheimer & Co Inc
|
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|
Logan Capital Management Inc
|
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|
Bank of New York Mellon Corp
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Roof Eidam & Maycock/adv
|
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|
Harbour Investments, Inc.
|
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|
Fulton Bank, N.a.
|
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|
Resources Investment Advisors, LLC.
|
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|
Strategic Investment Advisors / MI
|
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|
Reyes Financial Architecture, Inc.
|
|
|
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|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
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|
|
Robbins Farley Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
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|
|
Stephenson National Bank & Trust
|
|
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|
|
|
APG Asset Management N.V.
|
|
|
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|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Decade Renewable Partners Lp
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
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Hartford Investment Management Co
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
Capital Research Global Investors
|
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|
AllSquare Wealth Management LLC
|
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|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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|
John Hancock Tax-advantaged Dividend Income Fund
|
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|
Buckingham Strategic Partners
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|
Aquatic Capital Management LLC
|
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Us Bancorp \de\
|
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Y-Intercept (Hong Kong) Ltd
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Reaves W H & Co Inc
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Retirement Guys Formula Llc
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CIBC Asset Management Inc
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Alps Advisors Inc
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Ogorek Anthony Joseph /ny/ /adv
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Wbi Investments, Inc.
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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Rossby Financial, LCC
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JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
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SBI Securities Co., Ltd.
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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Johnson Investment Counsel Inc
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1620 Investment Advisors, Inc.
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
HB Wealth Management, LLC
|
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Sofos Investments, Inc.
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
Walleye Capital LLC
|
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Atom Investors LP
|
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M&t Bank Corp
|
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CBIZ Investment Advisory Services, LLC
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Marshall Wace, Llp
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Foster Dykema Cabot & Partners, Llc
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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Venturi Wealth Management, LLC
|
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LifeWealth Investments, LLC
|
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TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
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Ostrum Asset Management
|
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Affinity Investment Advisors, Llc
|
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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HFM Investment Advisors, LLC
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Reynders McVeigh Capital Management, LLC
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Cresset Asset Management, LLC
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Ancora Advisors, LLC
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Mb, Levis & Associates, Llc
|
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Royal Bank Of Canada
|
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Valley National Advisers Inc
|
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Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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Gf Fund Management Co. Ltd.
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Allworth Financial LP
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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D. E. Shaw & Co., Inc.
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Meiji Yasuda Asset Management Co Ltd.
|
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Independent Advisor Alliance
|
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Manchester Capital Management LLC
|
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ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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Voya Prime Rate Trust
|
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|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
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|
Kozak & Associates, Inc.
|
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|
Crews Bank & Trust
|
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Mason Investment Advisory Services, Inc.
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
JustInvest LLC
|
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|
Oliver Lagore Vanvalin Investment Group
|
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Agp Franklin, Llc
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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Smartleaf Asset Management LLC
|
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Elevation Series Trust - RiverNorth Patriot ETF
|
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|
Occudo Quantitative Strategies Lp
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
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|
Quantinno Capital Management LP
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
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|
Advisory Services Network, LLC
|
|
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|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
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|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
|
|
|
Capital International Sarl
|
|
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|
Caitong International Asset Management Co., Ltd
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
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|
Prime Capital Investment Advisors, LLC
|
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|
Assenagon Asset Management S.A.
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|
Claris Financial LLC
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
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|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
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|
Clear Street Markets Llc
|
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|
Sachetta, LLC
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NEOS Investment Management LLC
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Financial Management Professionals, Inc.
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Toroso Investments, LLC
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Aspiriant, Llc
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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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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|
Cerity Partners LLC
|
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|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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Concord Wealth Partners
|
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Beach Investment Counsel Inc/pa
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Northside Capital Management, LLC
|
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Glenmede Trust Co Na
|
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Level Four Advisory Services, Llc
|
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Umb Bank N A/mo
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Elevated Capital Advisors, LLC
|
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|
My Legacy Advisors, LLC
|
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Gts Securities Llc
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Jennison Associates Llc
|
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Legacy Private Trust Co.
|
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Mizuho Securities Usa Llc
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
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|
Jones Financial Companies Lllp
|
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|
Cigna Investments Inc /new
|
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Mariner, LLC
|
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|
Sigma Investment Counselors Inc
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
UBS Group AG
|
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Cromwell Holdings LLC
|
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FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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|
Quadrant Capital Group Llc
|
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|
Cornerstone Planning Group LLC
|
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|
Carrera Capital Advisors
|
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|
Capital Asset Advisory Services LLC
|
|
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|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
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|
Pensionmark Financial Group, Llc
|
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
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|
|
Smith, Moore & Co.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
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|
|
RWC Asset Management LLP
|
|
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|
|
Nordea Investment Management Ab
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Duff & Phelps Investment Management Co
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
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Arrowstreet Capital, Limited Partnership
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PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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Geode Capital Management, Llc
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YOKE - EA Series Trust - Yoke Core ETF
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Paradigm Financial Partners, Llc
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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Clifford Swan Investment Counsel Llc
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
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Farmers Trust Co
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Wealth Enhancement Advisory Services, Llc
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
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Holocene Advisors, LP
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
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Savant Capital, LLC
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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Foundations Investment Advisors, LLC
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Lindbrook Capital, Llc
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Ethic Inc.
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Great Lakes Advisors, Llc
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Cwm, Llc
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Aspen Investment Management Inc
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Prudential Financial Inc
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Private Trust Co Na
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CGC Financial Services, LLC
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Edgestream Partners, L.P.
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Wells Fargo & Company/mn
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
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Sound View Wealth Advisors Group, LLC
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Sequoia Financial Advisors, LLC
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Citigroup Inc
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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Rowland & Co Investment Counsel/adv
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Beacon Pointe Advisors, LLC
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SkyOak Wealth, LLC
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Duff & Phelps Global Utility Income Fund Inc.
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Ground Swell Capital, LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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TCI Wealth Advisors, Inc.
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Palisade Asset Management, LLC
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Catalyst Capital Advisors LLC
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American National Bank
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FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
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Total Investment Management Inc
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FSA Advisors, Inc.
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Ossiam
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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Stifel Financial Corp
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
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UniSuper Management Pty Ltd
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Cranbrook Wealth Management, LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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Wealthbridge Capital Management, Llc
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Truist Financial Corp
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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Integrated Wealth Concepts LLC
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
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Perigon Wealth Management, LLC
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
Consolidated Portfolio Review Corp
|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Wetherby Asset Management Inc
|
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Institutional Investment Strategy Fund
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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Orion Portfolio Solutions, LLC
|
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Profunds - Profund Vp Large-cap Value
|
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FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
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Engineers Gate Manager LP
|
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|
Hm Payson & Co
|
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|
Zacks Investment Management
|
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|
Legal & General Group Plc
|
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Second Line Capital, LLC
|
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|
Bellwether Advisors, LLC
|
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JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
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|
TFC Financial Management
|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
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|
Hsbc Holdings Plc
|
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|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
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|
|
Parkworth Wealth Management, Inc.
|
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|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
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|
|
Graypoint LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
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|
First Financial Corp /in/
|
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|
