|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
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|
Everence Capital Management Inc
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
First Sabrepoint Capital Management Lp
|
|
|
|
|
|
American National Bank
|
|
|
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|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
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|
Canada Post Corp Registered Pension Plan
|
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Key FInancial Inc
|
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|
Saturna Capital CORP
|
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Pacer Advisors, Inc.
|
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RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
|
|
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|
MTM Investment Management, LLC
|
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|
|
Everhart Financial Group, Inc.
|
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|
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|
Harbour Investments, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Osterweis Capital Management Inc
|
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|
|
Alta Advisers Ltd
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
California State Teachers Retirement System
|
|
|
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|
CHB Investment Group, LLC
|
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Fiduciary Trust Co
|
|
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|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
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|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
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|
|
Camden Capital, LLC
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Cornerstone Advisors, LLC
|
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|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
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|
Hudson Bay Capital Management LP
|
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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|
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|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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|
Principal Financial Group Inc
|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Arizona State Retirement System
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
Harwood Advisory Group, LLC
|
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|
Shell Asset Management Co
|
|
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|
Telligent Fund, LP
|
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
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|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
MISEX - Midas Series Trust - Midas Magic
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
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Allianz Asset Management GmbH
|
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Groupe la Francaise
|
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Vigilare Wealth Management
|
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R Squared Ltd
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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J. Goldman & Co LP
|
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Global X Japan Co., Ltd.
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Crew Capital Management, Ltd.
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Cassaday & Co Wealth Management LLC
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CX Institutional
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Aprio Wealth Management, LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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Kilter Group LLC
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Hager Investment Management Services, Llc
|
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|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
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|
National Mutual Insurance Federation of Agricultural Cooperatives
|
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Public Sector Pension Investment Board
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Bartlett & Co. Wealth Management Llc
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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Bridgewater Advisors Inc.
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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Walleye Trading LLC
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Keybank National Association/oh
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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B&l Asset Management Llc
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Galibier Capital Management Ltd.
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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Carnegie Lake Advisors LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
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|
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Capital Planning Advisors, LLC
|
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Meiji Yasuda Asset Management Co Ltd.
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Kfg Wealth Management, Llc
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Stenger Family Office, LLC
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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Trexquant Investment LP
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Tectonic Advisors Llc
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
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FIL Ltd
|
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Virginia Retirement Systems Et Al
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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Norges Bank
|
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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Jump Financial, LLC
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Readystate Asset Management Lp
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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Optivise Advisory Services LLC
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Virtue Capital Management, LLC
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Trivant Custom Portfolio Group, LLC
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McGowan Group Asset Management, Inc.
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Empirical Finance, LLC
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LongView Wealth Management
|
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JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Crewe Advisors LLC
|
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|
Metis Global Partners, LLC
|
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1832 Asset Management L.P.
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
Legacy CG, LLC
|
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Onefund, Llc
|
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EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
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|
Agp Franklin, Llc
|
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|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
|
Credit Agricole S A
|
|
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|
ORG Partners LLC
|
|
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|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
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|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
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|
Firetrail Investments Pty Ltd
|
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|
ICONIQ Capital, LLC
|
|
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|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
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|
RBA Wealth Management, LLC
|
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|
EverSource Wealth Advisors, LLC
|
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|
Kathmere Capital Management, LLC
|
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|
Knollwood Investment Advisory, LLC
|
|
|
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|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
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|
|
Gulf International Bank (UK) Ltd
|
|
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|
|
|
National Pension Service
|
|
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|
Handelsbanken Fonder AB
|
|
|
|
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|
Wsfs Capital Management, Llc
|
|
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|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Kopernik Global Investors, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Alcosta Capital Management, Inc.
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Marshfield Associates
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
S&t Bank/pa
|
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|
Trust Co Of Toledo Na /oh/
|
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|
DoubleLine ETF Adviser LP
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
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|
Capital Analysts, Inc.
|
|
|
|
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|
Asset Planning,Inc
|
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|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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|
Charter Trust Co
|
|
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|
Royal London Asset Management Ltd
|
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|
Compass Wealth Management LLC
|
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|
Wealth Preservation Advisors, LLC
|
|
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|
RB Capital Management, LLC
|
|
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|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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|
TFC Financial Management
|
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|
VSM Wealth Advisory, LLC
|
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|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
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|
Cynosure Management, Llc
|
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|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
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|
|
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|
Gitterman Wealth Management, LLC
|
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|
Cozad Asset Management Inc
|
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|
Northwest & Ethical Investments L.P.
|
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Betterment LLC
|
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
Delphi Management Inc /ma/
|
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Orion Portfolio Solutions, LLC
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
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|
Waddell & Associates, Llc
|
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|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
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|
Meeder Advisory Services, Inc.
|
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|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Railway Pension Investments Ltd
|
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|
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|
Coyle Financial Counsel LLC
|
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|
TBH Global Asset Management, LLC
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Vontobel Holding Ltd.
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
Banque Transatlantique SA
|
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|
OMERS ADMINISTRATION Corp
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
Schechter Investment Advisors, LLC
|
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|
Moneta Group Investment Advisors Llc
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Summit Asset Management, LLC
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Ontario Teachers Pension Plan Board
|
|
|
|
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|
LaSalle St. Investment Advisors, LLC
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
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|
Td Private Client Wealth Llc
|
|
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|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
Winton Capital Group Ltd
|
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|
Pinnacle Associates Ltd
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Scott & Selber, Inc.
|
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|
Alpine Bank Wealth Management
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Wedbush Securities Inc
|
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|
Tocqueville Asset Management L.p.
|
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|
Marshall Wace, Llp
|
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|
Beacon Capital Management, LLC
|
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|
Rafferty Asset Management, LLC
|
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|
Principal Securities, Inc.
|
|
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|
L.m. Kohn & Company
|
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|
|
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|
Visionary Wealth Advisors
|
|
|
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|
Forum Financial Management, LP
|
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
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|
Rakuten Investment Management, Inc.
|
|
|
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|
Weaver Capital Management LLC
|
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|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Atreides Management, LP
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Alua Capital Management LP
|
|
|
|
|
|
Motco
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Parnassus Investments /ca
|
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|
Lakewood Asset Management LLC
|
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|
HB Wealth Management, LLC
|
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|
Jane Street Group, Llc
|
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|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
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|
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|
Prescott Group Capital Management, L.l.c.
|
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|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
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|
Duncan Williams Asset Management, LLC
|
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|
|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
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|
Scalar Gauge Management, Llc
|
|
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|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
Paragon Capital Management Inc
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
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|
Blueshift Asset Management, LLC
|
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|
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|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
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|
|
|
|
Aqr Capital Management Llc
|
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Janney Montgomery Scott LLC
|
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|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
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|
Maven Securities LTD
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
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|
High Note Wealth, LLC
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
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|
Evergreen Capital Management Llc
|
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|
Fayez Sarofim & Co
|
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SCS Capital Management LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
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|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
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|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
|
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|
Guardian Wealth Management, Inc.
|
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|
AlphaCore Capital LLC
|
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|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
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|
Burney Co/
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
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|
Clarius Group, LLC
|
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|
Atria Wealth Solutions, Inc.
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Walleye Capital LLC
|
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|
Alliancebernstein L.p.
|
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|
NewEdge Wealth, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
IMG Wealth Management, Inc.
|
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|
Guggenheim Capital Llc
|
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|
Pathstone Holdings, LLC
|
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|
Equitable Holdings, Inc.
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Jackson Hill Advisors, Llc
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Bls Capital Fondsmaeglerselskab A/s
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
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BNP Paribas Asset Management Holding S.A.
|
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|
Abc Arbitrage Sa
|
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|
Rosenberg Matthew Hamilton
|
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|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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|
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|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
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|
Fca Corp /tx
|
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|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
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|
Becker Capital Management Inc
|
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|
Tompkins Financial Corp
|
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|
Fortis Capital Advisors, LLC
|
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Asset Advisors Investment Management, LLC
|
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|
Raymond James Financial Inc
|
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|
Foundation Wealth Management, LLC
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
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|
Moloney Securities Asset Management, LLC
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Sapient Capital Llc
|
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VCULX - VALIC Co I - Growth Fund
|
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|
HBK Sorce Advisory LLC
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IHT Wealth Management, LLC
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Neuberger Berman Group LLC
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1248 Management, LLC
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FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
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|
Hennessy Advisors Inc
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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Axa S.a.
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Cherokee Insurance Co
|
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Deutsche Bank Ag\
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Sunbelt Securities, Inc.
|
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|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
Seed Wealth Management, Inc.
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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|
CNB Bank
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Federation des caisses Desjardins du Quebec
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
Nuveen, LLC
|
|
|
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|
Stiles Financial Services Inc
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
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|
Quarry LP
|
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|
Wellington Management Group Llp
|
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Amundi
|
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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|
Midwest Trust Co
|
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|
GenTrust, LLC
|
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MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
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|
Stegent Equity Advisors, Inc.
|
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|
Artisan Partners Limited Partnership
|
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|
Manufacturers Life Insurance Company, The
|
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Meridian Wealth Management, LLC
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Monument Capital Management
|
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|
Thoroughbred Financial Services, Llc
|
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|
Highline Wealth Partners Llc
|
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International Assets Investment Management, Llc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Birch Capital Management, LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Capula Management Ltd
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
Gts Securities Llc
|
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|
Creekmur Asset Management LLC
|
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|
Wells Fargo & Company/mn
|
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|
Catalyst Financial Partners Llc
|
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|
Los Angeles Capital Management Llc
|
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|
Compass Ion Advisors, LLC
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
|
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|
|
|
Citigroup Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Anthracite Investment Company, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
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William B. Walkup & Associates, Inc.
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Gratus Wealth Advisors, LLC
|
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Lazard Asset Management Llc
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
Dimensional Fund Advisors Lp
|
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Inlet Private Wealth, LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Mount Yale Investment Advisors, LLC
|
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|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
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|
|
|
Exchange Traded Concepts, Llc
|
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|
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|
Capital Investment Advisory Services, LLC
|
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|
Atlantic Trust, LLC
|
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Prasad Wealth Partners, LLC
|
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|
Assetmark, Inc
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Massachusetts Financial Services Co /ma/
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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Ostrum Asset Management
|
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|
Gamco Investors, Inc. Et Al
|
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Toroso Investments, LLC
|
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Citadel Advisors Llc
|
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GPS Wealth Strategies Group, LLC
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Mbb Public Markets I Llc
|
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Glenmede Trust Co Na
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
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Caldwell Securities, Inc
|
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PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
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|
|
Franklin Resources Inc
|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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|
Cohen & Steers, Inc.
|
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NEOS Investment Management LLC
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Armstrong Advisory Group, Inc
|
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Radnor Capital Management, LLC
|
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Hilltop Holdings Inc.
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
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Trifecta Capital Advisors, LLC
|
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Charles Schwab Investment Management Inc
|
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Essex Financial Services, Inc.
|
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Bangor Savings Bank
|
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Fort Washington Investment Advisors Inc /oh/
|
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West Family Investments, Inc.
|
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Eagle Capital Growth Fund, Inc.
|
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Beese Fulmer Investment Management, Inc.
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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Terra Nova Asset Management LLC
|
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TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Vermillion Wealth Management, Inc.
|
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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Ronald Blue Trust, Inc.
|
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
Frazier Financial Advisors, LLC
|
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|
D. E. Shaw & Co., Inc.
|
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|
Treasurer of the State of North Carolina
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
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|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Woodstock Corp
|
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Foxby Corp.
|
|
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|
|
Byrne Asset Management LLC
|
|
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|
one8zero8, LLC
|
|
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|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
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|
Camelot Portfolios, LLC
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
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|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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|
|
Intech Investment Management Llc
|
|
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|
|
Kcm Investment Advisors Llc
|
|
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|
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|
Graypoint LLC
|
|
|
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|
|
Asset Dedication, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Dividend & Income Fund
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
12th Street Asset Management Company, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Principal Street Partners, LLC
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Point72 Hong Kong Ltd
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
Standard Life Aberdeen plc
|
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|
Cross Staff Investments Inc
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Paradigm Asset Management Co Llc
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Evelyn Partners Asset Management Ltd
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
Patten Group, Inc.
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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|
Hm Payson & Co
|
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|
Ci Investments Inc.
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Sovran Advisors, LLC
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Elm3 Financial Group, LLC
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|
Ledyard National Bank
|
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|
Petredis Investment Advisors Llc
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
Atomi Financial Group, Inc.
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|
Sonora Investment Management Group, LLC
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
Dorsey Asset Management, LLC
|
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INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
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|
Hartford Investment Management Co
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Crestwood Advisors Group LLC
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
North Star Investment Management Corp.
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Green Harvest Asset Management LLC
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Beaumont Financial Advisors, LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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|
Braun Stacey Associates Inc
|
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|
Commonwealth Equity Services, Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Squarepoint Ops LLC
|
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Geode Capital Management, Llc
|
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BRYN MAWR TRUST Co
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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|
|
Aster Capital Management (DIFC) Ltd
|
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|
Interval Partners, LP
|
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|
Smart Money Group LLC
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
MCF Advisors LLC
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
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|
Cornerstone Planning Group LLC
|
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|
Applied Finance Capital Management, LLC
|
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North Growth Management Ltd.
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California Public Employees Retirement System
|
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Alerus Financial Na
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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|
Osprey Private Wealth LLC
|
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|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
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Ethic Inc.
|
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Phoenix Holdings Ltd.
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
D'Orazio & Associates, Inc.
|
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FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
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|
Roundview Capital LLC
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
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|
Capital Investment Advisors, LLC
|
|
|
|
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|
Bokf, Na
|
|
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|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
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|
|
Keel Point, LLC
|
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|
Okabena Investment Services Inc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
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|
Bogart Wealth, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
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|
|
Successful Portfolios LLC
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Winmill & Co. Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
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|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
CIBC Private Wealth Group, LLC
|
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CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
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|
TruNorth Capital Management, LLC
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Two Sigma Investments, Lp
|
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SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
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Manchester Capital Management LLC
|
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|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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|
Utah Retirement Systems
|
|
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|
Lord, Abbett & Co. Llc
|
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Simplicity Wealth,LLC
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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|
Security Financial Services, INC.
|
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Covestor Ltd
|
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State Of Michigan Retirement System
|
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Wiley Bros.-aintree Capital, Llc
|
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Korea Investment CORP
|
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CVA Family Office, LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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Profunds - Profund Vp Bull
|
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Integrated Investment Consultants, LLC
|
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Advisor Group Holdings, Inc.
|
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Calamos Global Total Return Fund
|
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Oliver Lagore Vanvalin Investment Group
|
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Brown Advisory Inc
|
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Penobscot Investment Management Company, Inc.
|
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Ninety One UK Ltd
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
Eisler Capital Management Ltd.
|
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|
Altshuler Shaham Ltd
|
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Merit Financial Group, LLC
|
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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|
Ballentine Partners, LLC
|
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Vision Financial Markets Llc
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WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
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|
Steward Partners Investment Advisory, Llc
|
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
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Huntington National Bank
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Scarborough Advisors, LLC
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
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Banco Santander, S.A.
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Louisiana State Employees Retirement System
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Rsm Us Wealth Management Llc
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XTX Topco Ltd
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
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|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
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|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Ferguson Wellman Capital Management, Inc
|
|
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Logan Capital Management Inc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
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|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
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|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Burns J W & Co Inc/ny
|
|
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|
Susquehanna International Group, Llp
|
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|
|
Lgt Capital Partners Ltd.
|
|
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|
|
Investment Management Corp of Ontario
|
|
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|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Financial Designs Corp
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
New South Capital Management Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
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Ritholtz Wealth Management
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Gabelli Dividend & Income Trust
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Mechanics Financial Corp
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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Abound Wealth Management
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Mml Investors Services, Llc
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Arlington Trust Co LLC
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Crestmont Private Wealth LLC
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
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Parkside Financial Bank & Trust
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Fortem Financial Group, Llc
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Norinchukin Bank, The
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
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RGEF - Tidal Trust III - Rockefeller Global Equity ETF
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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Envestnet Asset Management Inc
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Bradley Foster & Sargent Inc/ct
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
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We Are One Seven, LLC
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Williams Jones Wealth Management, LLC.
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Lyell Wealth Management, Lp
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Everpar Advisors Llc
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Campbell & CO Investment Adviser LLC
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Prestige Wealth Management Group LLC
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Gotham Asset Management, LLC
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Sage Investment Counsel LLC
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Avalon Trust Co
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J2 Capital Management Inc
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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Canoe Financial LP
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Soltis Investment Advisors LLC
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CTF Capital Management, LP
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Baker Avenue Asset Management, LP
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Hrt Financial Lp
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SG Americas Securities, LLC
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Cornerstone Total Return Fund Inc
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Conning Inc.
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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ANTIPODES PARTNERS Ltd
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Citizens Financial Group Inc/ri
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Focus Financial Network, Inc.
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
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Hantz Financial Services, Inc.
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
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Ascent Group, LLC
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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CIBC World Markets Inc.
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
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Schwarz Dygos Wheeler Investment Advisors Llc
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Mitsubishi UFJ Trust & Banking Corp
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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OneAscent Financial Services LLC
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PDT Partners, LLC
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NewSquare Capital LLC
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PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
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Brinker Capital Investments, LLC
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Westside Investment Management, Inc.
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Summit Trail Advisors, Llc
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Westfield Capital Management Co Lp
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Resonant Capital Advisors, LLC
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Evoke Wealth, Llc
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Global Retirement Partners, LLC
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Reliant Investment Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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ProShare Advisors LLC
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FineMark National Bank & Trust
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Ashton Thomas Private Wealth, LLC
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Resources Investment Advisors, LLC.
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Eagle Wealth Strategies Llc
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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Invesco Ltd.
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Vestmark Advisory Solutions, Inc.
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Generali Asset Management SPA SGR
|
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Dunhill Financial, LLC
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Highview Capital Management LLC/DE/
|
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PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
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|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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Legacy Private Trust Co.
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Walter Public Investments Inc.
|
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
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|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
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|
One Wealth Advisors, LLC
|
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|
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|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
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|
Capital Advisors, Ltd. LLC
|
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|
Quantbot Technologies LP
|
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|
Lafayette Investments, Inc.
|
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Hudson Canyon Capital Management
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Empower Advisory Group, LLC
|
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|
Public Employees Retirement Association Of Colorado
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
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|
Lester Murray Antman dba SimplyRich
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
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|
Solstein Capital, LLC
|
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|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
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|
Janus Henderson Group Plc
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
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|
Great West Life Assurance Co /can/
|
|
|
|
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|
Tiaa Trust, National Association
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
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|
|
Avondale Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
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|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
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|
Vancity Investment Management Ltd
|
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|
Triasima Portfolio Management inc.
|
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|
Freedom Day Solutions, LLC
|
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|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
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|
Mv Capital Management, Inc.
|
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|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
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|
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PENN SERIES FUNDS INC - Mid Cap Value Fund
|
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|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Tealwood Asset Management Inc
|
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|
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|
1st Source Bank
|
|
|
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|
Bfsg, Llc
|
|
|
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|
|
Wealthcare Advisory Partners LLC
|
|
|
|
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|
Sigma Planning Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Freemont Management S.A.
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
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|
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|
|
Rothschild Investment Llc
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
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Creative Capital Management Investments LLC
|
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|
