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Cresset Asset Management, LLC
|
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Lazard Asset Management Llc
|
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HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
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|
Versant Capital Management, Inc
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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DnB Asset Management AS
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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Proffitt & Goodson Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Calamos Advisors LLC
|
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|
Handelsbanken Fonder AB
|
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Huntington National Bank
|
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Hurley Capital, LLC
|
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Sound Income Strategies, LLC
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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|
Arizona State Retirement System
|
|
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NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
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|
New York State Teachers Retirement System
|
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|
Ancora Advisors, LLC
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American Investment Services, Inc.
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Koshinski Asset Management, Inc.
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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HighTower Advisors, LLC
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Rsm Us Wealth Management Llc
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Standard Life Aberdeen plc
|
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Korea Investment CORP
|
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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|
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|
Rossby Financial, LCC
|
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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|
DT Investment Partners, LLC
|
|
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Hall Laurie J Trustee
|
|
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|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
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|
Prudential Financial Inc
|
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Mml Investors Services, Llc
|
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Tokio Marine Asset Management Co Ltd
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Massachusetts Financial Services Co /ma/
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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Moloney Securities Asset Management, LLC
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Ameliora Wealth Management Ltd.
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State Street Corp
|
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Bogart Wealth, LLC
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Spdr S&p 500 Etf Trust
|
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Hbk Investments L P
|
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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Cambridge Investment Research Advisors, Inc.
|
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Profunds - Profund Vp Health Care
|
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Gf Fund Management Co. Ltd.
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
Stone House Investment Management, LLC
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683 Capital Management, LLC
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SOUTH STATE Corp
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Roxbury Financial LLC
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|
Strong Tower Advisory Services
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Consultiva Wealth Management, Corp.
|
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|
Sequoia Financial Advisors, LLC
|
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|
HighPoint Advisor Group LLC
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
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|
Summit Global Investments
|
|
|
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|
AlTi Global, Inc.
|
|
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|
United Community Bank
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
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|
First Citizens Bank & Trust Co
|
|
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|
|
|
Evermay Wealth Management Llc
|
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Inlight Wealth Management, LLC
|
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|
Cheviot Value Management, LLC
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Independent Franchise Partners LLP
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Highland Global Allocation Fund
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
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Tower Research Capital LLC (TRC)
|
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|
Bell Investment Advisors, Inc
|
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|
Janus Henderson Group Plc
|
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LGT Financial Advisors LLC
|
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|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Cwm, Llc
|
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|
Cohen Capital Management, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Bartlett & Co. Wealth Management Llc
|
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Frazier Financial Advisors, LLC
|
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QV Investors Inc.
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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General American Investors Co Inc
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Sandy Spring Bank
|
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Citigroup Inc
|
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Congress Wealth Management LLC / DE /
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Profunds - Profund Vp Bull
|
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Tradition Wealth Management, LLC
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Edmond De Rothschild Holding S.a.
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Promus Capital, LLC
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Beaird Harris Wealth Management, LLC
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Apollon Wealth Management, LLC
|
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S.A. Mason LLC
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Ronald Blue Trust, Inc.
|
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William B. Walkup & Associates, Inc.
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Royce & Associates Lp
|
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Beacon Investment Advisory Services, Inc.
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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TCTC Holdings, LLC
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Busey Wealth Management
|
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Atlantic Union Bankshares Corp
|
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ProShare Advisors LLC
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Arrowstreet Capital, Limited Partnership
|
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Rothschild Investment Llc
|
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Centricity Wealth Management, LLC
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
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Quantinno Capital Management LP
|
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Fwl Investment Management, Llc
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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AllSquare Wealth Management LLC
|
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ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
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Whittier Trust Co
|
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Klingenstein Fields & Co Lp
|
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Nicollet Investment Management, Inc.
|
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Hollencrest Capital Management
|
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Brasada Capital Management, Lp
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
CoreFirst Bank & Trust
|
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|
Chevy Chase Trust Holdings, Inc.
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Evoke Wealth, Llc
|
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Albion Financial Group /ut
|
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MetLife Investment Management, LLC
|
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First Command Advisory Services, Inc.
|
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Kimelman & Baird, LLC
|
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Clear Street Markets Llc
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
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Comerica Bank
|
|
|
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|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
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|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
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|
|
Beacon Capital Management, LLC
|
|
|
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|
|
Heritage Wealth Advisors
|
|
|
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|
|
AdvisorNet Financial, Inc
|
|
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|
|
Eukles Asset Management
|
|
|
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|
Garde Capital, Inc.
|
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
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|
Davis Selected Advisers
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
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|
|
Nova Wealth Management, Inc.
|
|
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
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|
Minot DeBlois Advisors LLC
|
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|
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|
Barclays Plc
|
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|
Philosophy Capital Management LLC
|
|
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Simplex Trading, Llc
|
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|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
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|
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|
Perigon Wealth Management, LLC
|
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|
Wolverine Trading, Llc
|
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|
Argyle Capital Management Inc.
|
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|
North Ridge Wealth Advisors, Inc.
|
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Metis Global Partners, LLC
|
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Biltmore Family Office, LLC
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Nuance Investments, Llc
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Neuberger Berman Group LLC
|
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Boyd Watterson Asset Management Llc/oh
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Strategic Wealth Partners, Ltd.
|
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Sei Investments Co
|
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|
Hotchkis & Wiley Capital Management Llc
|
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|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Harvest Fund Management Co., Ltd
|
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Jones Financial Companies Lllp
|
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SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
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|
MRP Capital Investments, LLC
|
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Resources Management Corp /ct/ /adv
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Farmers & Merchants Investments Inc
|
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|
Wealthfront Advisers Llc
|
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Trust Co Of Vermont
|
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Ratan Capital Management LP
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
Teachers Insurance & Annuity Association Of America
|
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|
Td Private Client Wealth Llc
|
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Hara Capital LLC
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Larson Financial Group LLC
|
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Daymark Wealth Partners, Llc
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Atlas Capital Advisors Llc
|
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Allianz Asset Management GmbH
|
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Profunds - Profund Vp Ultrabull
|
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|
Kiltearn Partners LLP
|
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Bank Of Nova Scotia
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
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|
White Pine Capital Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
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|
|
Stephens Inc /ar/
|
|
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|
Argent Trust Co
|
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
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|
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|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Madison Avenue Partners, LP
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Samson Rock Capital LLP
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
QVIDTVM Management LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
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|
Richardson Capital Management LLC
|
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|
Mizuho Securities Usa Llc
|
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|
Bessemer Group Inc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
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|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
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|
Financial Management Professionals, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
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|
Fortis Group Advisors, LLC
|
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|
Gladwyn Financial Advisors, Inc.
|
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|
Becker Capital Management Inc
|
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|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
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|
First Financial Corp /in/
|
|
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|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Candlestick Capital Management LP
|
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|
Duncker Streett & Co Inc
|
|
|
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|
Harbor Investment Advisory, Llc
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
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|
JT Stratford LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
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|
|
Retirement Systems of Alabama
|
|
|
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|
|
Miller Wealth Advisors, Llc
|
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|
|
Czech National Bank
|
|
|
|
|
|
Kozak & Associates, Inc.
|
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|
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|
Clean Yield Group
|
|
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|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
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|
Birchbrook, Inc.
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
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|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
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|
IFS Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
Field & Main Bank
|
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SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
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|
Brinker Capital Investments, LLC
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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|
Mufg Securities Americas Inc.
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Anchor Capital Advisors Llc
|
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DSG Capital Advisors, LLC
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Trifecta Capital Advisors, LLC
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
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Asset Planning,Inc
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Blume Capital Management, Inc.
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Clifford Capital Partners Llc
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Centerpoint Advisors, LLC
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Rossmore Private Capital
|
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Community Bank, N.A.
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Flagship Wealth Advisors, Llc
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MAI Capital Management
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Wolff Wiese Magana Llc
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USAdvisors Wealth Management, LLC
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Quarry LP
|
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Roberts Glore & Co Inc /il/
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Tealwood Asset Management Inc
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City State Bank
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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State Of Michigan Retirement System
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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Summit Trail Advisors, Llc
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Signaturefd, Llc
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Mirae Asset Global Investments Co., Ltd.
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Game Plan Financial Advisors, LLC
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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Harvey Investment Co Llc
|
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LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Kilter Group LLC
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Syon Capital Llc
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Empirical Finance, LLC
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Mayar Capital Ltd.
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Natixis Advisors, L.p.
|
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Montag A & Associates Inc
|
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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Kestra Private Wealth Services, Llc
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Valued Wealth Advisors LLC
|
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Synovus Financial Corp
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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New York State Common Retirement Fund
|
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Covestor Ltd
|
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First Bank & Trust
|
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Resona Asset Management Co.,Ltd.
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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Kennondale Capital Management LLC
|
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Investors Research Corp
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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Fifth Third Bancorp
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Sunbelt Securities, Inc.
|
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|
Sofos Investments, Inc.
|
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|
Tiaa Trust, National Association
|
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Cetera Investment Advisers
|
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|
Kelly Lawrence W & Associates Inc/ca
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
Susquehanna International Group, Llp
|
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|
Mn Services Vermogensbeheer B.V.
|
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Fiduciary Trust Co
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
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|
State of New Jersey Common Pension Fund D
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
Qsemble Capital Management, LP
|
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|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
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Susquehanna Portfolio Strategies, LLC
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St Germain D J Co Inc
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Raymond James Financial Inc
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Grove Bank & Trust
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Nuveen, LLC
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Creative Planning
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Intech Investment Management Llc
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Stratos Wealth Partners, LTD.
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Avantax Advisory Services, Inc.
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Kentucky Retirement Systems Insurance Trust Fund
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Center for Financial Planning, Inc.
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Xponance, Inc.
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
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Westside Investment Management, Inc.
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Fmr Llc
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DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
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Gabelli Funds Llc
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True Wealth Design, LLC
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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M&t Bank Corp
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Fourth Dimension Wealth, LLC
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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Mount Yale Investment Advisors, LLC
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Toronto Dominion Bank
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Public Employees Retirement System Of Ohio
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Kentucky Retirement Systems
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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CX Institutional
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Hallmark Capital Management Inc
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Chelsea Counsel Co
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Princeton Global Asset Management LLC
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CVA Family Office, LLC
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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Nisa Investment Advisors, Llc
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Hickory Point Bank & Trust
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
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Disciplined Equity Management, Inc.
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
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Bruce G. Allen Investments, LLC
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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Aster Capital Management (DIFC) Ltd
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FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
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Kestra Investment Management, LLC
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Brown, Lisle/cummings, Inc.
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Versor Investments LP
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Steward Partners Investment Advisory, Llc
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Winton Capital Group Ltd
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
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State Farm Mutual Automobile Insurance Co
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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California Public Employees Retirement System
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CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
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DekaBank Deutsche Girozentrale
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Trian Fund Management, L.p.
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Humankind Investments LLC
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
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Nbc Securities, Inc.
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Robeco Institutional Asset Management B.V.
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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Amundi
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Maryland State Retirement & Pension System
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Jpmorgan Chase & Co
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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MJT & Associates Financial Advisory Group, Inc.
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
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Koesten, Hirschmann & Crabtree, INC.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Rise Advisors, LLC
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Truist Financial Corp
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UniSuper Management Pty Ltd
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
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Pacer Advisors, Inc.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
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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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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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Logan Capital Management Inc
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Ostrum Asset Management
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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First Hawaiian Bank
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
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Caitong International Asset Management Co., Ltd
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Creekmur Asset Management LLC
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Goldman Sachs Group Inc
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Highline Wealth Partners Llc
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Eastern Bank
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Louisiana State Employees Retirement System
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Mascoma Wealth Management LLC
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
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Catalyst Funds Management Pty Ltd
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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Generali Asset Management SPA SGR
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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NOSIX - Northern Funds - Northern Stock Index Fund
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Kentucky Trust Co
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J.w. Cole Advisors, Inc.
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
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Morgan Stanley
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Linden Thomas Advisory Services, LLC
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Equitable Trust Co
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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Public Employees Retirement Association Of Colorado
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RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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Advisors Asset Management, Inc.
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Engineers Gate Manager LP
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Pinnacle Financial Partners Inc
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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Illinois Municipal Retirement Fund
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Newport Trust Co
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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UBS Group AG
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Zrc Wealth Management, Llc
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Qtron Investments LLC
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Rhumbline Advisers
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
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Farmers Trust Co
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Winthrop Capital Management, LLC
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StoneX Group Inc.
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Stonegate Investment Group, LLC
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State Board Of Administration Of Florida Retirement System
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Citadel Advisors Llc
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CarsonAllaria Wealth Management, Ltd.
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