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Toroso Investments, LLC
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Aventail Capital Group, LP
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WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
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|
AlphaCore Capital LLC
|
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|
Pacer Advisors, Inc.
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
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O'shaughnessy Asset Management, Llc
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GeoWealth Management, LLC
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First Manhattan Co
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Neuberger Berman Group LLC
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Synergy Financial Management, LLC
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Siemens Fonds Invest GmbH
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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|
Wealth Alliance Advisory Group, LLC
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Key FInancial Inc
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Parkside Financial Bank & Trust
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Atomi Financial Group, Inc.
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Allianz Asset Management GmbH
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
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Kavar Capital Partners Group, Llc
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JNBA Financial Advisors
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Cape Investment Advisory, Inc.
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Wells Fargo & Company/mn
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
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Fmr Llc
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Modern Wealth Management, LLC
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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Ronald Blue Trust, Inc.
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Savant Capital, LLC
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Schaper Benz & Wise Investment Counsel Inc/wi
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VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
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|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
Cobler Capital Management, LLC
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Moisand Fitzgerald Tamayo, LLC
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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DekaBank Deutsche Girozentrale
|
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
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RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Nemes Rush Group LLC
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Wealth Enhancement Advisory Services, Llc
|
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Avion Wealth
|
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Caliber Wealth Management, LLC / KS
|
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Kovitz Investment Group Partners, LLC
|
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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Inspire Advisors, LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Mercer Global Advisors Inc /adv
|
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|
Ameriflex Group, Inc.
|
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Lsv Asset Management
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
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|
Toth Financial Advisory Corp
|
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
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Mutual Of America Capital Management Llc
|
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Dimensional Fund Advisors Lp
|
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|
Public Employees Retirement Association Of Colorado
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Glenmede Investment Management, LP
|
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|
Gibson Wealth Advisors LLC
|
|
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|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
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|
Envestnet Asset Management Inc
|
|
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|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Decade Renewable Partners Lp
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
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CBIZ Investment Advisory Services, LLC
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Bfsg, Llc
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Duff & Phelps Investment Management Co
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OneAscent Financial Services LLC
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B. Metzler seel. Sohn & Co. AG
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|
Golden State Wealth Management, LLC
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Federated Hermes, Inc.
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Jackson Real Assets Fund
|
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Trust Co
|
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King Luther Capital Management Corp
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Voya Infrastructure, Industrials & Materials Fund
|
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Freestone Grove Partners LP
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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Pacitti Group Inc.
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Bruce G. Allen Investments, LLC
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Wellington Management Group Llp
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VSTIX - VALIC Co I - Stock Index Fund
|
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Maple-Brown Abbott Ltd
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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Hager Investment Management Services, Llc
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VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
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UMA Financial Services, Inc.
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Wedge Capital Management L L P/nc
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Naples Global Advisors, Llc
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John Hancock Tax-advantaged Dividend Income Fund
|
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Advantage Trust Co
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Apollon Financial, LLC
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Truist Financial Corp
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Verition Fund Management LLC
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Ballentine Partners, LLC
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Callan Family Office, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
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New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Janney Montgomery Scott LLC
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Legacy Financial Strategies, LLC
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First National Advisers, LLC
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Cetera Investment Advisers
|
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Brown, Lisle/cummings, Inc.
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Martingale Asset Management L P
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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CAPROCK Group, Inc.
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
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Foresight Capital Management Advisors, Inc.
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Shell Asset Management Co
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IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Charles Schwab Investment Management Inc
|
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HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
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FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
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IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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Tokio Marine Asset Management Co Ltd
|
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IFM Investors Pty Ltd
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Renaissance Technologies Llc
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Pensionmark Financial Group, Llc
|
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|
1832 Asset Management L.P.
|
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|
Soltis Investment Advisors LLC
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Citigroup Inc
|
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|
Rise Advisors, LLC
|
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Securian Asset Management, Inc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
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|
Lion Street Advisors, LLC
|
|
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|
State of Wyoming
|
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
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|
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
|
|
|
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|
|
Smartleaf Asset Management LLC
|
|
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|
Dakota Wealth Management
|
|
|
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|
|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
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|
Leavell Investment Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
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Meritage Portfolio Management
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Umb Bank N A/mo
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Howard Hughes Medical Institute
|
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Cohen & Steers Infrastructure Fund Inc
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denkapparat Operations GmbH
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Squarepoint Ops LLC
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BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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Retirement Systems of Alabama
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Harvest Portfolios Group Inc.
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Louisiana State Employees Retirement System
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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NEOS Investment Management LLC
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Sound Stewardship, LLC
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Old Republic International Corp
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Barclays Plc
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Wolverine Trading, Llc
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Hilltop National Bank
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Syon Capital Llc
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Artisan Partners Limited Partnership
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Advisory Services Network, LLC
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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VCGAX - VALIC Co I - Growth & Income Fund
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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Onefund, Llc
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Park Place Capital Corp
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Everence Capital Management Inc
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Canada Post Corp Registered Pension Plan
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Gotham Asset Management, LLC
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Whittier Trust Co
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Profund Advisors Llc
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MainStreet Investment Advisors LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Pacific Center for Financial Services
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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Skopos Labs, Inc.
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Gulf International Bank (UK) Ltd
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Alliancebernstein L.p.
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Brown Advisory Inc
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
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First Citizens Bank & Trust Co
|
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WPG Advisers, LLC
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Symphony Financial, Ltd. Co.
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Bellwether Advisors, LLC
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Blackhawk Capital Partners LLC.
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Huntington National Bank
|
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
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|
Bank & Trust Co
|
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|
CIBC Asset Management Inc
|
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TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
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|
Binnacle Investments Inc
|
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Hemington Wealth Management
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
Alps Advisors Inc
|
|
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|
|
Vanguard Group Inc
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Pnc Financial Services Group, Inc.
|
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|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
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|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
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|
MetLife Investment Management, LLC
|
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|
Raleigh Capital Management Inc.
|
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|
Mackenzie Financial Corp
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
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|
Patton Fund Management, Inc.
|
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|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Czech National Bank
|
|
|
|
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|
Aviso Financial Inc.
|
|
|
|
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|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
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|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
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|
Td Private Client Wealth Llc
|
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|
Css Llc/il
|
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|
MidWestOne Financial Group, Inc.
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
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|
|
Larson Financial Group LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
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|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
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|
|
Ci Investments Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
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Kentucky Trust Co
|
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SJS Investment Consulting Inc.
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Chicago Partners Investment Group LLC
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Ubs Asset Management Americas Inc
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|
AdvisorNet Financial, Inc
|
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Coppell Advisory Solutions LLC
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
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|
Vaughan David Investments Inc/il
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Atlantic Trust, LLC
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|
Newbridge Financial Services Group, Inc.
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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Pathway Financial Advisers, LLC
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Wealthfront Advisers Llc
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
iA Global Asset Management Inc.
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Beacon Capital Management, LLC
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KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
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GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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Wexford Capital Lp
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Financial Network Wealth Management LLC
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Private Trust Co Na
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First Pacific Financial
|
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Balboa Wealth Partners
|
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WCG Wealth Advisors LLC
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Riggs Asset Managment Co. Inc.
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Energy Income Partners, LLC
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
Empowered Funds, LLC
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Rogco, Lp
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Marcum Wealth, LLC
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Swiss National Bank
|
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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Independence Bank of Kentucky
|
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Fairview Capital Investment Management, Llc
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Cerity Partners LLC
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NorthCrest Asset Manangement, LLC
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Illinois Municipal Retirement Fund
|
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Dark Forest Capital Management Lp
|
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ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
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|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Connor, Clark & Lunn Investment Management Ltd.
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BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
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FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
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Susquehanna International Group, Llp
|
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SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Clear Street Markets Llc
|
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Gabelli Utility Trust
|
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Kcm Investment Advisors Llc
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ArrowMark Colorado Holdings LLC
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|
Virginia Retirement Systems Et Al
|
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
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|
Daiwa Securities Group Inc.
|
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|
Adamsbrown Wealth Consultants Llc
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
JustInvest LLC
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Crossmark Global Holdings, Inc.
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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SG Americas Securities, LLC
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
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Gabelli Funds Llc
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Brookstone Capital Management
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Summit Trail Advisors, Llc
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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Centennial Bank/AR/
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Y.D. More Investments Ltd
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SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Intrua Financial, LLC
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Global X Japan Co., Ltd.
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State of New Jersey Common Pension Fund D
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Bogart Wealth, LLC
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
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Standard Life Aberdeen plc
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Spdr S&p 500 Etf Trust
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Bank of New Hampshire
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Great West Life Assurance Co /can/
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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Stifel Financial Corp
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
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BTG Pactual Asset Management US LLC
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Synovus Financial Corp
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Addison Advisors LLC
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Covestor Ltd
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Sound Income Strategies, LLC
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
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Profunds - Profund Vp Utilities
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Strengthening Families & Communities, LLC
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Rakuten Investment Management, Inc.
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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Ritter Daniher Financial Advisory LLC / DE
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Phoenix Wealth Advisors
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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Franklin Street Advisors Inc /nc
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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Operose Advisors LLC
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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United Capital Financial Advisers, Llc
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New Mexico Educational Retirement Board
|
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Blair William & Co/il
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Avantax Advisory Services, Inc.
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BKD Wealth Advisors, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Orion Capital Management LLC
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FSA Wealth Management LLC
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FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
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Leo Wealth, LLC
|
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MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
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|
Rhumbline Advisers
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
Nuveen, LLC
|
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Rialto Wealth Management, LLC
|
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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Benjamin Edwards Inc
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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Quarry LP
|
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EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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|
Morningstar Investment Management LLC
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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Agf Management Ltd
|
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Gries Financial Llc
|
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Crewe Advisors LLC
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|
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
|
|
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|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
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|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
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|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
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|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
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|
Sage Mountain Advisors LLC
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Aspect Partners, LLC
|
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|
Point72 Asset Management, L.P.
|
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|
ORG Partners LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
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|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Teilinger Capital Ltd.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Daxor Corp
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Bluescape Energy Partners LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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GW&K Investment Management, LLC
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Jennison Associates Llc
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Pathstone Holdings, LLC
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Brookfield Real Assets Income Fund Inc.
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
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Financial Avengers, Inc.
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
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FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
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Rockland Trust Co
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UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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Kiker Wealth Management, LLC
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
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Quent Capital, LLC
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CX Institutional
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Allspring Global Investments Holdings, LLC
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CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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Huber Capital Management LLC
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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Integris Wealth Management, LLC
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Mirae Asset Global Investments Co., Ltd.
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PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Independent Advisor Alliance
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ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
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Acadian Asset Management Llc
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PFG Investments, LLC
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Prospera Financial Services Inc
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FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
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HITE Hedge Asset Management LLC
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PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
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Deutsche Bank Ag\
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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Beaird Harris Wealth Management, LLC
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
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Brown Brothers Harriman & Co
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MML Series Investment Fund II - MML Equity Fund Initial Class
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Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
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NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Mml Investors Services, Llc
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Missouri Trust & Investment Co
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Grantham, Mayo, Van Otterloo & Co. LLC
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
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RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Kilter Group LLC
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PENN SERIES FUNDS INC - Mid Core Value Fund
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Comerica Bank
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
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Prime Capital Investment Advisors, LLC
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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Whipplewood Advisors, LLC
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Federation des caisses Desjardins du Quebec
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GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
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Keybank National Association/oh
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Smith, Moore & Co.
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Commerzbank Aktiengesellschaft /fi
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Mattern Wealth Management LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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Profunds - Profund Vp Ultrabull
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Nuveen Real Asset Income & Growth Fund
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Walleye Trading LLC
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
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Pallas Capital Advisors LLC
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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City State Bank
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FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
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Oxbow Advisors, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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Hartland & Co., LLC
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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Jeppson Wealth Management, Llc
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
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LPL Financial LLC
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Bartlett & Co. Wealth Management Llc
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Oppenheimer & Co Inc
|
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Private Advisor Group, LLC
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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MorganRosel Wealth Management, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Intrust Bank Na
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EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Spire Wealth Management
|
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Strs Ohio
|
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NorthRock Partners, LLC
|
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Brookfield Asset Management Inc.
|
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BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
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SBI Securities Co., Ltd.
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JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
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Farther Finance Advisors, LLC
|
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Ontario Teachers Pension Plan Board
|
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HB Wealth Management, LLC
|
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Ledyard National Bank
|
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California Public Employees Retirement System
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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Polymer Capital Management (US) LLC
|
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KBC Group NV
|
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
Two Sigma Advisers, Lp
|
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Flagship Wealth Advisors, Llc
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Ieq Capital, Llc
|
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California State Teachers Retirement System
|
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Vise Technologies, Inc.
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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GFG Capital, LLC
|
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
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|
Sonora Investment Management Group, LLC
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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CI Private Wealth, LLC
|
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|
Mizuho Securities Usa Llc
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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|
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|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Atwood & Palmer Inc
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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|
T. Rowe Price Investment Management, Inc.
|
|
|
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|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Accredited Wealth Management, LLC
|
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|
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|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
Qrg Capital Management, Inc.
|
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
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|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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