|
Dogwood Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
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|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Quarry LP
|
|
|
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|
|
SOUTH STATE Corp
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
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|
Voya Investment Management Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
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|
Easterly Investment Partners Llc
|
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|
|
Painted Porch Advisors LLC
|
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|
Hughes Financial Services, LLC
|
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|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
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|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
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|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Wealth High Governance Capital Ltda
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
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|
|
|
Chevy Chase Trust Holdings, Inc.
|
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|
|
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|
Toroso Investments, LLC
|
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|
Oxford Asset Management Llp
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
|
|
Vestcor Inc
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
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|
Essex Savings Bank
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
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|
Banco BTG Pactual S.A.
|
|
|
|
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|
Nbc Securities, Inc.
|
|
|
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|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
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|
Alliancebernstein L.p.
|
|
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
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|
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|
CENTRAL TRUST Co
|
|
|
|
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|
Moran Wealth Management, LLC
|
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|
Guidance Capital, Inc
|
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|
Lord, Abbett & Co. Llc
|
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|
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|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
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|
|
First American Bank
|
|
|
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|
Pickering Energy Partners Lp
|
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
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|
Woodline Partners LP
|
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|
|
|
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Eschler Asset Management LLP
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Pennant Select, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
P Schoenfeld Asset Management Lp
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Prudential Short Duration High Yield Fund, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Retirement Systems of Alabama
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
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|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
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|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
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|
First United Bank Trust/
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
Citadel Advisors Llc
|
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|
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|
ISAM Funds (UK) Ltd
|
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|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
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|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
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OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I
|
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|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A
|
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PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
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Armstrong Advisory Group, Inc
|
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KGGAX - Advisors' Inner Circle Fund II - KOPERNIK GLOBAL ALL-CAP FUND CLASS A SHARES
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Penserra Capital Management LLC
|
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Barclays Plc
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Brinker Capital Investments, LLC
|
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DnB Asset Management AS
|
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SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
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Renaissance Technologies Llc
|
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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Vision Financial Markets Llc
|
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Profunds - Profund Vp Bull
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
Bridgewater Advisors Inc.
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Nisa Investment Advisors, Llc
|
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TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
Kestra Investment Management, LLC
|
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New York State Teachers Retirement System
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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Keybank National Association/oh
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Truist Financial Corp
|
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FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Future Financial Wealth Managment LLC
|
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Tokio Marine Asset Management Co Ltd
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
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TCTC Holdings, LLC
|
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|
Clough Global Opportunities Fund
|
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HAP Trading, LLC
|
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LPL Financial LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
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|
Atomi Financial Group, Inc.
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
Louisiana State Employees Retirement System
|
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Fifth Third Bancorp
|
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National Pension Service
|
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|
Mudita Advisors LLP
|
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|
Bessemer Group Inc
|
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|
Virtus Investment Advisers, Inc.
|
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Franklin Universal Trust
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
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|
Gallo Partners, LP
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
Union Bancaire Privee, UBP SA
|
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
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|
Private Wealth Asset Management, LLC
|
|
|
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|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Clear Street Markets Llc
|
|
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|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Principal Securities, Inc.
|
|
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|
|
Clear Harbor Asset Management, LLC
|
|
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|
|
Aviva Plc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Alta Fundamental Advisers LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Pennant Investors, Lp
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Mercuria Capital Strategies, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
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Mv Capital Management, Inc.
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Capital Research Global Investors
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
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|
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
|
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MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
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Massachusetts Financial Services Co /ma/
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Merit Financial Group, LLC
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STRV - EA Series Trust - Strive 500 ETF
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Quattro Financial Advisors Llc
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Banco Santander, S.A.
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FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A
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Onefund, Llc
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Teza Capital Management LLC
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GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares
|
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Ameritas Investment Partners, Inc.
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
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Schwartz Investment Counsel Inc
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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Levin Capital Strategies, L.p.
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
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SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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Massmutual Trust Co Fsb/adv
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PENN SERIES FUNDS INC - Index 500 Fund
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Gamco Global Gold, Natural Resources & Income Trust
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M&t Bank Corp
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McGowan Group Asset Management, Inc.
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Kings Path Partners LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Royal Bank Of Canada
|
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BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
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Murphy Pohlad Asset Management LLC
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Putney Financial Group LLC
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Canada Post Corp Registered Pension Plan
|
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Evelyn Partners Investment Management Services Ltd
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Modera Wealth Management, LLC
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State of New Jersey Common Pension Fund D
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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Sequoia Financial Advisors, LLC
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Delphi Financial Group, Inc.
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Hudson Bay Capital Management LP
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Prudential Financial Inc
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Spire Wealth Management
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
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Panagora Asset Management Inc
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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Alden Global Capital LLC
|
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
V-Square Quantitative Management LLC
|
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Profunds - Profund Vp Ultrabull
|
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Energy Income Partners, LLC
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Glenorchy Capital Ltd
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
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|
HHM Wealth Advisors, LLC
|
|
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Northern Trust Corp
|
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
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|
Brevan Howard Capital Management LP
|
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Edgestream Partners, L.P.
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Algert Global Llc
|
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|
Whittier Trust Co
|
|
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|
Advisors Asset Management, Inc.
|
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Ensign Peak Advisors, Inc
|
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|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
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|
Gotham Asset Management, LLC
|
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|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
|
|
|
|
|
|
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Lonestar Capital Management LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
Amplify Investments, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
|
|
|
|
|
|
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
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|
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|
First Dallas Securities Inc.
|
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|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
|
|
|
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
|
|
|
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
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|
Susquehanna Fundamental Investments, Llc
|
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|
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|
BRYN MAWR TRUST Co
|
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Forum Financial Management, LP
|
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|
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|
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF
|
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|
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|
Capital Fund Management S.a.
|
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
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|
Mizuho Securities Usa Llc
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Manchester Capital Management LLC
|
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|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Copia Wealth Management
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
Marathon Capital Management
|
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|
Yaupon Capital Management LP
|
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Mufg Securities Americas Inc.
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
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|
Stephens Investment Management Group LLC
|
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|
Commonwealth Equity Services, Llc
|
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
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Dunhill Financial, LLC
|
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Bank Of America Corp /de/
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
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Hantz Financial Services, Inc.
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Oaktree Capital Management Lp
|
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Townsquare Capital Llc
|
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Whipplewood Advisors, LLC
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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Pnc Financial Services Group, Inc.
|
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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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Oxbow Advisors, LLC
|
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FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class
|
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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|
Castle Hook Partners LP
|
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
Rakuten Securities, Inc.
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
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|
Man Group plc
|
|
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|
Portside Wealth Group, LLC
|
|
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Penn Capital Management Co Inc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Riposte Capital Llc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Hood River Capital Management LLC
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Disciplined Growth Investors Inc /mn
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Southport Management, L.l.c.
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
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|
Gladstone Institutional Advisory LLC
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
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|
CIBC World Markets Inc.
|
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|
Blair William & Co/il
|
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Lsp Investment Advisors, Llc
|
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Mutual Of America Capital Management Llc
|
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|
Lummis Asset Management, LP
|
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|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
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|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
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|
Toth Financial Advisory Corp
|
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|
|
|
|
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Signaturefd, Llc
|
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|
|
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|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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Profunds - Profund Vp Large-cap Value
|
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PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
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PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
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|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
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|
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ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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Donoghue Forlines LLC
|
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ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
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|
Numerai GP LLC
|
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Frank, Rimerman Advisors LLC
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Aigen Investment Management, Lp
|
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CenterBook Partners LP
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DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
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Eisler Capital Management Ltd.
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Captrust Financial Advisors
|
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Lombard Odier Asset Management (USA) Corp
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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First Eagle Investment Management, LLC
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
SevenBridge Financial Group, LLC
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
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|
Ubs Asset Management Americas Inc
|
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Hardin Capital Partners, LLC
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Holowesko Partners Ltd.
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
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|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
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|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Corsair Capital Management, L.p.
|
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|
Bare Financial Services, Inc
|
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Glendon Capital Management LP
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
Vise Technologies, Inc.
|
|
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|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
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|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
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|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
|
|
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A
|
|
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|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Prudential Global Short Duration High Yield Fund, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Nyl Investors Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Hancock Prospecting Pty Ltd
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Corigliano Investment Advisers, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
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HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I
|
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|
State Street Corp
|
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|
Blueshift Asset Management, LLC
|
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Point72 (DIFC) Ltd
|
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X-Square Capital, LLC
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Arkadios Wealth Advisors
|
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Solstein Capital, LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Point72 Asset Management, L.P.
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Olistico Wealth, LLC
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Highline Wealth Partners Llc
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R
|
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|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
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PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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Primecap Management Co/ca/
|
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Artemis Investment Management LLP
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Callan Family Office, LLC
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
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Marshall & Sterling Wealth Advisors Inc.
|
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Romano Brothers And Company
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Mount Yale Investment Advisors, LLC
|
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
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Winnow Wealth Llc
|
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Guggenheim Capital Llc
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Aster Capital Management (DIFC) Ltd
|
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RR Advisors, LLC
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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Lloyd Harbor Capital Management, LLC
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Ameriprise Financial Inc
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LMR Partners LLP
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Concord Wealth Partners
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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TFC Financial Management
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CWM Advisors, LLC
|
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Gulf International Bank (UK) Ltd
|
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Transce3nd, LLC
|
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Spears Abacus Advisors LLC
|
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Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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New Wave Wealth Advisors Llc
|
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IFM Investors Pty Ltd
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
SBI Securities Co., Ltd.
|
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Assenagon Asset Management S.A.
|
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SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class
|
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|
Legal & General Group Plc
|
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HITE Hedge Asset Management LLC
|
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Costello Asset Management, INC
|
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IXC - iSHARES TRUST - iShares Global Energy ETF
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Gamco Natural Resources, Gold & Income Trust
|
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|
FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF
|
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|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
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|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
|
Meeder Advisory Services, Inc.
|
|
|
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|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
William Blair Investment Management, Llc
|
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|
Transcend Wealth Collective, Llc
|
|
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|
Goehring & Rozencwajg Associates, LLC
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Merewether Investment Management, LP
|
|
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|
Discovery Capital Management, Llc / Ct
|
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|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
|
|
|
|
|
|
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Slate Path Capital LP
|
|
|
|
|
|
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
GeoSphere Capital Management
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Kopernik Global Investors, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
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|
Wahed Invest LLC
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
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|
State of Tennessee, Treasury Department
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
Magnetar Financial LLC
|
|
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|
|
Nierenberg Investment Management Company, Inc.
|
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|
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NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
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|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
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|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
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|
Nicholas Investment Partners, LP
|
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|
Lindbrook Capital, Llc
|
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Intech Investment Management Llc
|
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|
MetLife Investment Management, LLC
|
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
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|
|
Quadrant Capital Group Llc
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
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|
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|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Americana Partners, LLC
|
|
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|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Cloverfields Capital Group, Lp
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
Two Sigma Investments, Lp
|
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|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
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|
T. Rowe Price Investment Management, Inc.
|
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|
|
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|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
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|
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A
|
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|
Concorde Financial Corp
|
|
|
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|
Oregon Public Employees Retirement Fund
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
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|
Utah Retirement Systems
|
|
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|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
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|
|
Pinnacle Bancorp, Inc.
|
|
|
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|
|
Quadrature Capital Ltd
|
|
|
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|
|
Wealthfront Advisers Llc
|
|
|
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|
|
Concurrent Investment Advisors, LLC
|
|
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|
|
Resources Investment Advisors, LLC.
|
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|
|
111 Capital
|
|
|
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|
Weiss Asset Management LP
|
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|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Webs Creek Capital Management LP
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
|
|
|
|
|
Encompass Capital Advisors LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Empyrean Capital Partners, LP
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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ULPIX - Profunds - Ultrabull Profund Investor Class
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Brigade Capital Management, Lp
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JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
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Sagefield Capital LP
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Mercer Global Advisors Inc /adv
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AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
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Profund Advisors Llc
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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E&G Advisors, LP
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Belpointe Asset Management LLC
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Volterra Technologies LP
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MASTERINVEST Kapitalanlage GmbH
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Capital Advisors, Ltd. LLC
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
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Farmers & Merchants Investments Inc
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59 North Capital Management, LP
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Comerica Bank
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South Dakota Investment Council
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MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
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Mariner Investment Group Llc
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Northwestern Mutual Wealth Management Co
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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Tradewinds Capital Management, LLC
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Walleye Trading LLC
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
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Td Asset Management Inc
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QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
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STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I
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AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
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Xponance, Inc.
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CBLS - Elevation Series Trust - Clough Hedged Equity ETF
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Payden & Rygel
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JustInvest LLC
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Twinbeech Capital Lp
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Wetherby Asset Management Inc
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Wedmont Private Capital
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CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
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Cornerstone Planning Group LLC
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Adage Capital Partners Gp, L.l.c.
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Amitell Capital Pte Ltd
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
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UMA Financial Services, Inc.
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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Founders Capital Management
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Beck Capital Management, Llc
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American Century Companies Inc
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a)
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Y-Intercept (Hong Kong) Ltd
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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Indiana Trust & Investment Management CO
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New York State Common Retirement Fund
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Aptus Capital Advisors, LLC
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
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Pekin Hardy Strauss, Inc.
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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apricus wealth, LLC
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
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Riggs Asset Managment Co. Inc.
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Cubist Systematic Strategies, LLC
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Mangrove Partners
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