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CENTRAL TRUST Co
|
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RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Two Sigma Advisers, Lp
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Advisory Services Network, LLC
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Leeward Investments, LLC - MA
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West Branch Capital LLC
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Bollard Group LLC
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DVY - iSHARES TRUST - iShares Select Dividend ETF
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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State Of Michigan Retirement System
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Aventail Capital Group, LP
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Comerica Bank
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
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Hennion & Walsh Asset Management, Inc.
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
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EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
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SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
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Cramer Rosenthal Mcglynn Llc
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
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PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
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Mutual Of America Capital Management Llc
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Ninepoint Partners LP
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MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
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NewSquare Capital LLC
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Czech National Bank
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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Meeder Advisory Services, Inc.
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Change Path, LLC
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Chicago Partners Investment Group LLC
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Merewether Investment Management, LP
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
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Northern Oak Wealth Management Inc
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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Prossimo Advisors, LLC
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Fort Washington Investment Advisors Inc /oh/
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Mb, Levis & Associates, Llc
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FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
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GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
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PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Van Eck Associates Corp
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
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Crewe Advisors LLC
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Private Trust Co Na
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Sachetta, LLC
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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Pandora Wealth, Inc.
|
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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Stableford Capital Ii Llc
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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Quantinno Capital Management LP
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Magnetar Financial LLC
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Gabelli Utility Trust
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
Brevan Howard Capital Management LP
|
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|
Signature Resources Capital Management, LLC
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Natixis
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Summit Trail Advisors, Llc
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
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|
Man Group plc
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
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|
|
Horizon Investment Services, LLC
|
|
|
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|
|
Wolverine Trading, Llc
|
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|
Cornerstone Planning Group LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
|
GAMMA Investing LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
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Janus Henderson Group Plc
|
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United Capital Financial Advisers, Llc
|
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|
Arkadios Wealth Advisors
|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
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|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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|
First Financial Bankshares Inc
|
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|
Altshuler Shaham Ltd
|
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|
Barnes Wealth Management Group, Inc
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Ensign Peak Advisors, Inc
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|
True Wealth Design, LLC
|
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|
American Century Companies Inc
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
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|
Harwood Advisory Group, LLC
|
|
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|
Charles Schwab Investment Management Inc
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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TFC Financial Management
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Duff & Phelps Global Utility Income Fund Inc.
|
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Quest Partners LLC
|
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|
Shell Asset Management Co
|
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Country Trust Bank
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
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|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Aqr Capital Management Llc
|
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Huntington National Bank
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Colonial Trust Advisors
|
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Rialto Wealth Management, LLC
|
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JXI - iSHARES TRUST - iShares Global Utilities ETF
|
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Prudential Plc
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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|
Newbridge Financial Services Group, Inc.
|
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Farther Finance Advisors, LLC
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Aviso Financial Inc.
|
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Vise Technologies, Inc.
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
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|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
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SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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|
Bartlett & Co. Wealth Management Llc
|
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Golden State Wealth Management, LLC
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GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Intech Investment Management Llc
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
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|
CX Institutional
|
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|
Schnieders Capital Management Llc
|
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Millennium Management Llc
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
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|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
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|
Freestone Grove Partners LP
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
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|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Wesbanco Bank Inc
|
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|
Moody National Bank Trust Division
|
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Quaker Wealth Management, LLC
|
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|
Washington Trust Bank
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
PDS Planning, Inc
|
|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Tema Etfs Llc
|
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|
Sit Investment Associates Inc
|
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Hutchens & Kramer Investment Management Group, LLC
|
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|
Capital Analysts, Inc.
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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|
Aquatic Capital Management LLC
|
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|
LMR Partners LLP
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
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Polymer Capital Management (US) LLC
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Capital International Inc /ca/
|
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
Duff & Phelps Investment Management Co
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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WPG Advisers, LLC
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Pacer Advisors, Inc.
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Great Lakes Advisors, Llc
|
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Sigma Planning Corp
|
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Continuum Advisory, LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Nbc Securities, Inc.
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GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
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Atria Investments Llc
|
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Brookfield Real Assets Income Fund Inc.
|
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Royal London Asset Management Ltd
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Strategy Asset Managers Llc
|
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Capital Advisors, Ltd. LLC
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
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|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
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Toronto Dominion Bank
|
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Nomura Asset Management Co Ltd
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
Costello Asset Management, INC
|
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|
Horizon Investments, LLC
|
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Ameriprise Financial Inc
|
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Tortoise Capital Advisors, L.l.c.
|
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3Chopt Investment Partners, LLC
|
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
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|
Kestra Advisory Services, LLC
|
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|
Tounjian Advisory Partners, Llc
|
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|
Lincoln Capital Corp
|
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|
M&t Bank Corp
|
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Resources Investment Advisors, LLC.
|
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Citadel Advisors Llc
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
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|
Grove Bank & Trust
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Group One Trading, L.p.
|
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|
SummitTX Capital, L.P.
|
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Boston Partners
|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
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|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
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|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
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|
Bank Of Nova Scotia
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
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|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
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Glenmede Investment Management, LP
|
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|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
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|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
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|
Zacks Investment Management
|
|
|
|
|
|
Reaves W H & Co Inc
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
|
American Capital Advisory, LLC
|
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|
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|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
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|
Parkworth Wealth Management, Inc.
|
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|
MAI Capital Management
|
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Louisiana State Employees Retirement System
|
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Proathlete Wealth Management Llc
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
Gen-Wealth Partners Inc
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Kingsview Wealth Management, LLC
|
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Twin Peaks Wealth Advisors, LLC
|
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IFM Investors Pty Ltd
|
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Csenge Advisory Group
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Alkeon Capital Management Llc
|
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Virtus ETF Advisers LLC
|
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|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
CAPROCK Group, Inc.
|
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|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
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|
CIBC Asset Management Inc
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
Ameriflex Group, Inc.
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Monarch Capital Management Inc/
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Pictet Asset Management Holding SA
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Mufg Securities Americas Inc.
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Elo Mutual Pension Insurance Co
|
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Maple-Brown Abbott Ltd
|
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Onefund, Llc
|
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CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Invesco Ltd.
|
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National Bank Of Canada /fi/
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Ascent Group, LLC
|
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|
Pinnacle Bancorp, Inc.
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Fifth Third Bancorp
|
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UBS Group AG
|
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
GWM Advisors LLC
|
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Versus Capital Real Assets Fund Llc
|
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Utah Retirement Systems
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
Fortis Group Advisors, LLC
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
Baird Financial Group, Inc.
|
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|
Gf Fund Management Co. Ltd.
|
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|
Td Asset Management Inc
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
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|
|
Bay Harbor Wealth Management, LLC
|
|
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|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
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|
BlackRock, Inc.
|
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|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
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|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Rafferty Asset Management, LLC
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Captrust Financial Advisors
|
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|
Eastern Bank
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
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|
|
Nuveen, LLC
|
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Merit Financial Group, LLC
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Bellwether Advisors, LLC
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Kentucky Trust Co
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
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Beck Bode, LLC
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Alliancebernstein L.p.
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
Global Retirement Partners, LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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Squarepoint Ops LLC
|
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Federation des caisses Desjardins du Quebec
|
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Spirit Of America Management Corp/ny
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Cwm, Llc
|
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
UMA Financial Services, Inc.
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Tcw Group Inc
|
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ASR Vermogensbeheer N.V.
|
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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JNBA Financial Advisors
|
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Gamco Investors, Inc. Et Al
|
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Ballentine Partners, LLC
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Fortitude Family Office, LLC
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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Finward Bancorp
|
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OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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DRW Securities, LLC
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Badgley Phelps Wealth Managers, LLC
|
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Vaughan David Investments Inc/il
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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First Community Trust Na
|
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Centaurus Financial, Inc.
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Calamos Advisors LLC
|
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Atlantic Union Bankshares Corp
|
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RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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Standard Life Aberdeen plc
|
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My Legacy Advisors, LLC
|
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Ameritas Advisory Services, LLC
|
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CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
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|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Sei Investments Co
|
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|
Spdr S&p 500 Etf Trust
|
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|
Armstrong Advisory Group, Inc
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
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|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Mml Investors Services, Llc
|
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Franklin Universal Trust
|
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|
Perkins Coie Trust Co
|
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|
Brinker Capital Investments, LLC
|
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Invst, LLC
|
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Picton Mahoney Asset Management
|
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O'shaughnessy Asset Management, Llc
|
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|
Boothbay Fund Management, Llc
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
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|
HITE Hedge Asset Management LLC
|
|
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|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
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|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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|
FIL Ltd
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
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Lazard Asset Management Llc
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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D. E. Shaw & Co., Inc.
|
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|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
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|
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Machina Capital S.a.s.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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Moran Wealth Management, LLC
|
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Zions Bancorporation, National Association /ut/
|
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STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
Sound Income Strategies, LLC
|
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Intact Investment Management Inc.
|
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
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|
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|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
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|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
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|
MCF Advisors LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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Hartford Financial Management Inc.
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Creekmur Asset Management LLC
|
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Florida Financial Advisors, Llc
|
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SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Elevation Series Trust - RiverNorth Patriot ETF
|
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Rossby Financial, LCC
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Jacobs Levy Equity Management, Inc
|
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Ing Groep Nv
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Bank of New Hampshire
|
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IEYAX - IVY FUNDS - Ivy Energy Fund Class A
|
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Financial Avengers, Inc.
|
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STXM - EA Series Trust - Strive Mid-Cap ETF
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL
|
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|
Swiss National Bank
|
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Sierra Ocean, Llc
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
Oppenheimer & Co Inc
|
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|
Strategic Wealth Partners, Ltd.
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
Capital International Investors
|
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Amica Retiree Medical Trust
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
Nordea Investment Management Ab
|
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|
Raymond James Financial Inc
|
|
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|
|
WealthTrak Capital Management LLC
|
|
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|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
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|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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|
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ProShare Advisors LLC
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Adage Capital Partners Gp, L.l.c.
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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State of New Jersey Common Pension Fund D
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Cherokee Insurance Co
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HBK Sorce Advisory LLC
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TCTC Holdings, LLC
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Essex Financial Services, Inc.
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Tobam
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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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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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
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Norges Bank
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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Dunhill Financial, LLC
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Everhart Financial Group, Inc.
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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High Note Wealth, LLC
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EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
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Oxford Financial Group Ltd
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Bruce G. Allen Investments, LLC
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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Public Employees Retirement System Of Ohio
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Agf Management Ltd
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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Principal Securities, Inc.
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Regent Peak Wealth Advisors LLC
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Proficio Capital Partners LLC
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
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South Dakota Investment Council
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Sequoia Financial Advisors, LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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Maryland State Retirement & Pension System
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GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
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Mount Yale Investment Advisors, LLC
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
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Hartland & Co., LLC
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Laurel Wealth Advisors LLC
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Eaton Vance Tax-managed Buy-write Income Fund
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We Are One Seven, LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Assetmark, Inc
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STXV - EA Series Trust - Strive 1000 Value ETF
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Prudent Man Advisors, LLC
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
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EHLS - Tidal Trust II - Even Herd Long Short ETF
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Park National Corp /oh/
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Cetera Investment Advisers
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Bell Investment Advisors, Inc
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CIBC World Markets Inc.
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Vident Advisory, LLC
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
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Northwest & Ethical Investments L.P.
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Guggenheim Capital Llc
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Synovus Financial Corp
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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Rothschild Investment Llc
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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IFP Advisors, Inc
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VSTIX - VALIC Co I - Stock Index Fund
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First Manhattan Co
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Illinois Municipal Retirement Fund
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Redmond Asset Management, LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Resolution Capital Ltd
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Versant Capital Management, Inc
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Thompson Siegel & Walmsley Llc
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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J. Safra Sarasin Holding AG
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Retirement Systems of Alabama
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
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NJ State Employees Deferred Compensation Plan
|
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Washington Trust Advisors, Inc.
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Larson Financial Group LLC
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Shepherd Financial Partners LLC
|
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Oppenheimer Asset Management Inc.
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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XTX Topco Ltd
|
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Vestmark Advisory Solutions, Inc.
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
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TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Patton Fund Management, Inc.
|
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Commerce Bank
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Russell Investments Group, Ltd.
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Atlantic Trust, LLC
|
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Glen Eagle Advisors, LLC
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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Everence Capital Management Inc
|
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|
SOA Wealth Advisors, LLC.
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Jain Global LLC
|
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Wolff Wiese Magana Llc
|
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GoalVest Advisory LLC
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