|
Ariadne Wealth Management, LP
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
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|
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|
Meeder Asset Management Inc
|
|
|
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|
Ofi Invest Asset Management
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Cigna Investments Inc /new
|
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|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
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|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
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Asset Management One Co., Ltd.
|
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Clarius Group, LLC
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
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|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
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|
Golden State Wealth Management, LLC
|
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Signaturefd, Llc
|
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|
Baird Financial Group, Inc.
|
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|
Sunbelt Securities, Inc.
|
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Chung Wu Investment Group, LLC
|
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GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
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|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
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|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
U S Global Investors Inc
|
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|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
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|
MQS Management LLC
|
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|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
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|
Capital Investment Advisory Services, LLC
|
|
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|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
BlackRock, Inc.
|
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|
Headlands Technologies LLC
|
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|
Harwood Advisory Group, LLC
|
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|
Ostrum Asset Management
|
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|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
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|
Oxford Asset Management Llp
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
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|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Farley Capital L.p.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Amplify ETF Trust - Amplify Travel Tech ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF
|
|
|
|
|
|
JETS - ETF Series Solutions - U.S. Global Jets ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Lyrical Asset Management Lp
|
|
|
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Bridgewater Advisors Inc.
|
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Copia Wealth Management
|
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|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
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|
|
Kentucky Retirement Systems
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
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|
Picton Mahoney Asset Management
|
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|
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|
Loomis Sayles & Co L P
|
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|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
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|
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|
Dover Advisors, Llc
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
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|
Pictet & Cie (Europe) SA
|
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|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
Citadel Advisors Llc
|
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|
1248 Management, LLC
|
|
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
|
SG Americas Securities, LLC
|
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|
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|
Rakuten Securities, Inc.
|
|
|
|
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|
Tredje AP-fonden
|
|
|
|
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|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
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|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
|
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PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Capital Fund Management S.a.
|
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Anchor Investment Management, LLC
|
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Fieldview Capital Management, LLC
|
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Patton Fund Management, Inc.
|
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Securian Asset Management, Inc
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Limestone Investment Advisors LP
|
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|
Geneos Wealth Management Inc.
|
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Lmcg Investments, Llc
|
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Mutual Of America Capital Management Llc
|
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WealthTrak Capital Management LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
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|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
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|
|
III Capital Management
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
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|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
First Manhattan Co
|
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|
Natixis
|
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|
Aegon Asset Management Uk Plc
|
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Aspen Grove Capital, LLC
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
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|
HighTower Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
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|
Operose Advisors LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
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|
|
Morgan Stanley
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
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|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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Twin Capital Management Inc
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Private Wealth Asset Management, LLC
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
BNP Paribas Asset Management Holding S.A.
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Prelude Capital Management, Llc
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Mml Investors Services, Llc
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
Chevy Chase Trust Holdings, Inc.
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North Capital, Inc.
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State of Tennessee, Treasury Department
|
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Flaharty Asset Management, LLC
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
HB Wealth Management, LLC
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Millington Financial Advisors, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Td Asset Management Inc
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Toroso Investments, LLC
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Atlantic Trust, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Banque Pictet & Cie Sa
|
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Orion Portfolio Solutions, LLC
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
Sequoia Financial Advisors, LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Ingalls & Snyder Llc
|
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|
PointState Capital LP
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Vermillion Wealth Management, Inc.
|
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Thrivent Financial For Lutherans
|
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|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
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|
Hughes Financial Services, LLC
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Atomi Financial Group, Inc.
|
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Whittier Trust Co
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Bridgeway Capital Management Inc
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Hsbc Holdings Plc
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Maryland State Retirement & Pension System
|
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|
Cresset Asset Management, LLC
|
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Mv Capital Management, Inc.
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Cullen/frost Bankers, Inc.
|
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Royal Bank Of Canada
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Mizuho Securities Usa Llc
|
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Stephenson National Bank & Trust
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
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|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
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|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
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|
|
Formidable Asset Management, LLC
|
|
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|
|
California State Teachers Retirement System
|
|
|
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|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
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|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
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|
|
Voya Investment Management Llc
|
|
|
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|
|
Mediolanum International Funds Ltd
|
|
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|
|
|
Xponance, Inc.
|
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|
|
Oak Thistle LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
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|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Windacre Partnership Llc
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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Transcend Wealth Collective, 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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|
Capital Advisors, Ltd. LLC
|
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|
Axa S.a.
|
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Counterpoint Mutual Funds LLC
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|
Retirement Systems of Alabama
|
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|
Sachetta, LLC
|
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StoneX Group Inc.
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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|
Emerald Advisers, Llc
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|
Brinker Capital Investments, LLC
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
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|
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|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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|
Western Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
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|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
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Tokio Marine Asset Management Co Ltd
|
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BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
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Private Advisor Group, LLC
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Barclays Plc
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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Carnegie Capital Asset Management, LLC
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Adage Capital Partners Gp, L.l.c.
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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BRYN MAWR TRUST Co
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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Virtu Financial LLC
|
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NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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Oregon Public Employees Retirement Fund
|
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Assenagon Asset Management S.A.
|
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Commerce Bank
|
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Tobam
|
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CSM Advisors, LLC
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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VAPPX - VALIC Co I - Capital Appreciation Fund
|
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Federation des caisses Desjardins du Quebec
|
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Bank of Marin
|
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Alps Advisors Inc
|
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Whalen Wealth Management Inc.
|
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|
Brevan Howard Capital Management LP
|
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GeoWealth Management, LLC
|
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FIL Ltd
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
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|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
XTX Topco Ltd
|
|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
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|
|
M&t Bank Corp
|
|
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|
Kestra Advisory Services, LLC
|
|
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|
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF
|
|
|
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|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
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|
Dark Forest Capital Management Lp
|
|
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|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
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|
|
Cohen & Steers, Inc.
|
|
|
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|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
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|
|
Team Financial Group, LLC
|
|
|
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|
|
Washington Capital Management Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
|
Twin Tree Management, LP
|
|
|
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|
|
Maseco Llp
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Stanley Capital Management, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
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|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
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|
Oribel Capital Management, LP
|
|
|
|
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|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
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Hartford Investment Management Co
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
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|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
Rnc Capital Management Llc
|
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|
Insigneo Advisory Services, Llc
|
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|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
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|
Ronald Blue Trust, Inc.
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
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|
Sapient Capital Llc
|
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|
Great Lakes Advisors, Llc
|
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|
Vontobel Holding Ltd.
|
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|
Louisiana State Employees Retirement System
|
|
|
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|
|
Savant Capital, LLC
|
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|
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|
|
HighPoint Advisor Group LLC
|
|
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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|
|
|
Syon Capital Llc
|
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|
Cornerstone Investment Partners, LLC
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Jane Street Group, Llc
|
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|
Zrc Wealth Management, Llc
|
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|
Glen Eagle Advisors, LLC
|
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Dimension Capital Management Llc
|
|
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|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
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|
|
Nordea Investment Management Ab
|
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|
|
Charles Schwab Investment Management Inc
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
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|
Hancock Whitney Corp
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Bruce G. Allen Investments, LLC
|
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|
Rhumbline Advisers
|
|
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|
Resources Investment Advisors, LLC.
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
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|
|
Forsta Ap-fonden
|
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|
|
Public Employees Retirement System Of Ohio
|
|
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|
Leuthold Group, Llc
|
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|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
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|
|
Emprise Bank
|
|
|
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|
|
Great West Life Assurance Co /can/
|
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
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|
Sora Investors Llc
|
|
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|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
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|
Ranmore Fund Management Ltd
|
|
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|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
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|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
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|
Tran Capital Management, L.p.
|
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|
|
Wetherby Asset Management Inc
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
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|
|
Brown, Lisle/cummings, Inc.
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
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|
|
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS
|
|
|
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|
|
Cibc World Markets Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Kazazian Asset Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
LTS One Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
EBIZ - Global X Funds - Global X E-commerce ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Permit Capital, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
ValueAct Holdings, L.P.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
JCP Investment Management, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Glenview Capital Management, Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
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|
|
Arizona State Retirement System
|
|
|
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|
|
Trexquant Investment LP
|
|
|
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|
|
Prudential Plc
|
|
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|
|
Salem Investment Counselors Inc
|
|
|
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|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
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|
National Bank Of Canada /fi/
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
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|
Cozad Asset Management Inc
|
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|
Milestone Asset Management, Llc
|
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Utah Retirement Systems
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
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|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
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|
|
JustInvest LLC
|
|
|
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|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
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Sierra Ocean, Llc
|
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|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
Grove Bank & Trust
|
|
|
|
|
|
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares
|
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|
|
Hazlett, Burt & Watson, Inc.
|
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Mbb Public Markets I Llc
|
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Wells Fargo & Company/mn
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
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|
Bank Of Nova Scotia
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
GraniteShares Advisors LLC
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Commonwealth Equity Services, Llc
|
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Trust Co Of Toledo Na /oh/
|
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
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|
Consilio Wealth Advisors, Llc
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
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|
Toronto Dominion Bank
|
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
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|
Grimes & Company, Inc.
|
|
|
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|
|
Pitcairn Co
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
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|
|
Goldman Sachs Group Inc
|
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|
|
First Business Financial Services, Inc.
|
|
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|
BridgePort Financial Solutions, LLC
|
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|
SBI Securities Co., Ltd.
|
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|
Cambria Investment Management, L.P.
|
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|
Legal & General Group Plc
|
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|
Summit Trail Advisors, Llc
|
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Fortem Financial Group, Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
LMR Partners LLP
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True Wealth Design, LLC
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Parallax Volatility Advisers, L.P.
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MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
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Caisse De Depot Et Placement Du Quebec
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
BOK Financial Private Wealth, Inc.
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
Optimum Investment Advisors
|
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Daiwa Securities Group Inc.
|
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Beacon Pointe Advisors, LLC
|
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MAI Capital Management
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
DRW Securities, LLC
|
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LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
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IMA Wealth, Inc.
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Chase Investment Counsel Corp
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Hall Kathryn A.
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Painted Porch Advisors LLC
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BayBridge Capital Group, LLC
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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Bogart Wealth, LLC
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
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|
Goodnow Investment Group, Llc
|
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American Capital Advisory, LLC
|
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CenterBook Partners LP
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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|
waypoint wealth counsel
|
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Financial Management Professionals, Inc.
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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Kovitz Investment Group Partners, LLC
|
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Blackhawk Capital Partners LLC.
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DecisionPoint Financial, LLC
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WPG Advisers, LLC
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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Manufacturers Life Insurance Company, The
|
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Engineers Gate Manager LP
|
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State of New Jersey Common Pension Fund D
|
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Sagespring Wealth Partners, Llc
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
MetLife Investment Management, LLC
|
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Applied Finance Capital Management, LLC
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Symphony Financial, Ltd. Co.
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Bartlett & Co. Wealth Management Llc
|
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Patient Capital Management, LLC
|
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Cumberland Partners Ltd
|
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Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Ritholtz Wealth Management
|
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Sterling Capital Management LLC
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
Metis Global Partners, LLC
|
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Webster Bank, N. A.
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Binnacle Investments Inc
|
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Hemington Wealth Management
|
|
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Lansforsakringar Fondforvaltning AB (publ)
|
|
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Invesco Ltd.
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
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|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
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|
Allianz Se
|
|
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|
Capital Analysts, Inc.
|
|
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Arrowstreet Capital, Limited Partnership
|
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UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
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|
Kestra Private Wealth Services, Llc
|
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|
Pinnacle Associates Ltd
|
|
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|
Sowell Financial Services LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
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|
Transamerica Financial Advisors, Inc.
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
IFP Advisors, Inc
|
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|
|
|
|
Keynote Financial Services Llc
|
|
|
|
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|
Hurley Capital, LLC
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Anderson Financial Strategies, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Hound Partners, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
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Private Trust Co Na
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
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NOSIX - Northern Funds - Northern Stock Index Fund
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TD Capital Management LLC
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Atlas Capital Advisors Llc
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Gotham Asset Management, LLC
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
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Parallel Advisors, LLC
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
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Ameriprise Financial Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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Vanguard Group Inc
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
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Moody National Bank Trust Division
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TD Waterhouse Canada Inc.
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Ballentine Partners, LLC
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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Aviva Plc
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Bayforest Capital Ltd
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Brighton Jones Llc
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Poinciana Advisors Group, Llc
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Securian Funds Trust - SFT Index 500 Fund Class 1
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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Stephens Inc /ar/
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Caitong International Asset Management Co., Ltd
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D. E. Shaw & Co., Inc.
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Rise Advisors, LLC
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Harvey Capital Management Inc
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First Bank & Trust
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Schroder Investment Management Group
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Aqr Capital Management Llc
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Princeton Global Asset Management LLC
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Twinbeech Capital Lp
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Mizuho Securities Usa Llc
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Hudson Bay Capital Management LP
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TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
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Cambridge Investment Research Advisors, Inc.
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GFG Capital, LLC
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Sienna Gestion
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Worldquant Millennium Advisors Llc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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Jupiter Asset Management Ltd
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Mount Yale Investment Advisors, LLC
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Fifth Third Bancorp
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Berkshire Asset Management Llc/pa
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New York Life Investment Management Llc
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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Private Wealth Management Group, LLC
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
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Quadcap Wealth Management, LLC
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Neuberger Berman Group LLC
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Vestmark Advisory Solutions, Inc.
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Smithfield Trust Co
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ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
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Park Avenue Securities Llc
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Korea Investment CORP
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Ieq Capital, Llc
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New York State Common Retirement Fund
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
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Bellevue Asset Management, Llc
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California Public Employees Retirement System
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STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
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Full Sail Capital, LLC
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Foyston, Gordon, & Payne Inc
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Franklin Resources Inc
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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Federated Hermes, Inc.
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IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
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Qube Research & Technologies Ltd
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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V-Square Quantitative Management LLC
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Group One Trading, L.p.
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Profund Advisors Llc
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Legato Capital Management LLC
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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IFM Investors Pty Ltd
|
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Brown Advisory Inc
|
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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Verition Fund Management LLC
|
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Strengthening Families & Communities, LLC
|
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|
Skopos Labs, Inc.
|
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Peak6 Llc
|
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Alkeon Capital Management Llc
|
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Lazard Asset Management Llc
|
|
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|
Bessemer Group Inc
|
|
|
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|
|
Allspring Global Investments Holdings, LLC
|
|
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|
|
Central Bank & Trust Co
|
|
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|
|
Avanza Fonder AB
|
|
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|
|
Citigroup Inc
|
|
|
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|
|
Prospector Partners Llc
|
|
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|
|
Washington Trust Advisors, Inc.
|
|
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|
|
Aviso Financial Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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