|
Delta Global Management LP
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
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|
Mizuho Securities Usa Llc
|
|
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|
Eastern Bank
|
|
|
|
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|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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|
Steward Partners Investment Advisory, Llc
|
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|
D. E. Shaw & Co., Inc.
|
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Financial Advisors Network, Inc.
|
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National Bank Of Canada /fi/
|
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Ameritas Investment Partners, Inc.
|
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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Next Level Private LLC
|
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
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|
Nbc Securities, Inc.
|
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Avion Wealth
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
PayPay Securities Corp
|
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|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
|
Cetera Investment Advisers
|
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|
Creative Capital Management Investments LLC
|
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Edgestream Partners, L.P.
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Hartford Financial Management Inc.
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
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|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Heritage Wealth Advisors
|
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|
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|
|
Hilltop Holdings Inc.
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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Franklin Resources Inc
|
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Summit Financial, LLC
|
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DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
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|
Reuter James Wealth Management, Llc
|
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Zrc Wealth Management, Llc
|
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|
Green Square Capital Advisors Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Abundance Wealth Counselors
|
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|
Rathbone Brothers plc
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
Aull & Monroe Investment Management Corp
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
United Community Bank
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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|
Walleye Capital LLC
|
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|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Sound Income Strategies, LLC
|
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|
Unison Advisors LLC
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
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|
WPG Advisers, LLC
|
|
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|
Institutional Investment Strategy Fund
|
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|
44 Wealth Management Llc
|
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|
Sandy Spring Bank
|
|
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|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Summit Street Capital Management, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
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|
Hennessy Advisors Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
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|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
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|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
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|
Bank Of America Corp /de/
|
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|
|
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|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
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|
Mutual Advisors, LLC
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
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|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
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|
Bfsg, Llc
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
|
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
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|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
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|
CTC Alternative Strategies, Ltd.
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
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|
Parkside Financial Bank & Trust
|
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|
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Kovitz Investment Group Partners, LLC
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
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|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
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|
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|
Fulton Bank, N.a.
|
|
|
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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Zurich Insurance Group Ltd/FI
|
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Longfellow Investment Management Co Llc
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Brown, Lisle/cummings, Inc.
|
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ARK Investment Management LLC
|
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|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
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|
EPG Wealth Management LLC
|
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|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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|
Foster & Motley Inc
|
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Wolff Wiese Magana Llc
|
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|
Achmea Investment Management B.V.
|
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Sachetta, LLC
|
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|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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|
KBC Group NV
|
|
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
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|
Rockefeller Capital Management L.P.
|
|
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|
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|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
New Vernon Capital Holdings II LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
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|
Transce3nd, LLC
|
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
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|
AE Wealth Management LLC
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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|
Murphy & Mullick Capital Management Corp
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
Silvant Capital Management LLC
|
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|
Los Angeles Capital Management Llc
|
|
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|
Perritt Capital Management Inc
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
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|
Cypress Capital, LLC
|
|
|
|
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|
Kestra Private Wealth Services, Llc
|
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|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
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|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
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|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
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|
JustInvest LLC
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Hm Payson & Co
|
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|
Deseret Mutual Benefit Administrators
|
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|
Centerpoint Advisors, LLC
|
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|
Us Bancorp \de\
|
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|
Howard Hughes Medical Institute
|
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
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|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
|
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|
IFP Advisors, Inc
|
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|
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|
Synovus Financial Corp
|
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
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|
Panagora Asset Management Inc
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Teacher Retirement System Of Texas
|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
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|
Wealth Advisors Northwest LLC
|
|
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Evergreen Capital Management Llc
|
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|
Moisand Fitzgerald Tamayo, LLC
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|
Principal Securities, Inc.
|
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|
Stephens Consulting, LLC
|
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|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
Bare Financial Services, Inc
|
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|
PFG Advisors
|
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|
B. Metzler seel. Sohn & Co. AG
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
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|
|
Blair William & Co/il
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
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|
Kozak & Associates, Inc.
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
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BlackRock, Inc.
|
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|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
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|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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|
Qrg Capital Management, Inc.
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Campbell & CO Investment Adviser LLC
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Atalanta Sosnoff Capital, Llc
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
V-Square Quantitative Management LLC
|
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|
Arjuna Capital
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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Glenmede Trust Co Na
|
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|
Lindbrook Capital, Llc
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Lido Advisors, LLC
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Whipplewood Advisors, LLC
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Sofos Investments, Inc.
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ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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Ironwood Investment Management Llc
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Prestige Wealth Management Group LLC
|
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SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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Buckingham Strategic Partners
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Bank Of Nova Scotia
|
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EHLS - Tidal Trust II - Even Herd Long Short ETF
|
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Perpetual Ltd
|
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Dorsey & Whitney Trust CO LLC
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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Allworth Financial LP
|
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Tradewinds Capital Management, LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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Mount Yale Investment Advisors, LLC
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Korea Investment CORP
|
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EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
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|
First National Trust Co
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Rsm Us Wealth Management Llc
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BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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Advisor Group Holdings, Inc.
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
Goldman Sachs Group Inc
|
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Harbor Capital Advisors, Inc.
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American Alpha Advisors, LLC
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LifeWealth Investments, LLC
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Balyasny Asset Management Llc
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
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|
Cohen & Steers, Inc.
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Meeder Advisory Services, Inc.
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Millennium Management Llc
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Atria Investments Llc
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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|
Oversea-Chinese Banking CORP Ltd
|
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SRS Capital Advisors, Inc.
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
Cibc World Markets Corp
|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
Jane Street Group, Llc
|
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Cacti Asset Management Llc
|
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Klp Kapitalforvaltning As
|
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Oliver Lagore Vanvalin Investment Group
|
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|
BRYN MAWR TRUST Co
|
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|
Indiana Trust & Investment Management CO
|
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
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|
Bartlett & Co. Wealth Management Llc
|
|
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|
HB Wealth Management, LLC
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
Sierra Ocean, Llc
|
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West Branch Capital LLC
|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
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|
Fiduciary Financial Group, Llc
|
|
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|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
|
|
|
Tsfg, Llc
|
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|
|
|
Cary Street Partners Financial Llc
|
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|
Brown Advisory Inc
|
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|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
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|
Sowell Financial Services LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
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|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
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|
|
Xponance, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
Foundation Resource Management Inc
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
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|
Americana Partners, LLC
|
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|
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|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
DME Capital Management, LP
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Fortitude Family Office, LLC
|
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|
SOA Wealth Advisors, LLC.
|
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|
|
State of Alaska, Department of Revenue
|
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|
|
Empower Advisory Group, LLC
|
|
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|
|
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF
|
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|
|
|
|
Twinbeech Capital Lp
|
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Royal Bank Of Canada
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Johnson Investment Counsel Inc
|
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|
Argent Trust Co
|
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|
Spirit Of America Management Corp/ny
|
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|
Tidemark, LLC
|
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|
Barrett & Company, Inc.
|
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POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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|
Natixis Advisors, L.p.
|
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Ag2r La Mondiale Gestion D'actifs
|
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Commerce Bank
|
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Coldstream Capital Management Inc
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Trust Co Of Vermont
|
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S&t Bank/pa
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
|
Horizon Investments, LLC
|
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|
Bell Investment Advisors, Inc
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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|
Equitable Holdings, Inc.
|
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|
Alps Advisors Inc
|
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Manchester Capital Management LLC
|
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Jackson Creek Investment Advisors LLC
|
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Envestnet Asset Management Inc
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Legacy Investment Solutions, LLC
|
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|
Salomon & Ludwin, LLC
|
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|
Your Advocates Ltd., LLP
|
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|
Coppell Advisory Solutions LLC
|
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|
CoreCap Advisors, LLC
|
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|
Pin Oak Investment Advisors Inc
|
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|
|
Winnow Wealth Llc
|
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|
Kinneret Advisory, LLC
|
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|
Pacer Advisors, Inc.
|
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|
MetLife Investment Management, LLC
|
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|
Whittier Trust Co
|
|
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|
First Affirmative Financial Network
|
|
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
|
Boston Private Wealth Llc
|
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|
|
ProShare Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
CAPROCK Group, Inc.
|
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|
|
111 Capital
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
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|
First Hawaiian Bank
|
|
|
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|
Dodge & Cox
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
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|
|
|
Elo Mutual Pension Insurance Co
|
|
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|
|
|
Man Group plc
|
|
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|
CVA Family Office, LLC
|
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
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|
|
Estabrook Capital Management
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Larson Financial Group LLC
|
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|
|
State Street Corp
|
|
|
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|
|
Tacita Capital Inc
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
LMR Partners LLP
|
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|
City Holding Co
|
|
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|
Empire Financial Management Company, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
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|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
|
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|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
Mission Wealth Management, Lp
|
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
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|
Wbi Investments, Inc.
|
|
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|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
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|
Clear Creek Financial Management, LLC
|
|
|
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|
US Asset Management LLC
|
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Burney Co/
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EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
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|
Kesler, Norman & Wride, LLC
|
|
|
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|
Penserra Capital Management LLC
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
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|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Covestor Ltd
|
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Investment House Llc
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
|
Retirement Planning Co of New England, Inc.
|
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|
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|
North Growth Management Ltd.
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
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|
|
Illinois Municipal Retirement Fund
|
|
|
|
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|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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|
Wealthspire Advisors, LLC
|
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Park Place Capital Corp
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
Kilter Group LLC
|
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Marshall Wace, Llp
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Prosperity Consulting Group, LLC
|
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|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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|
Td Asset Management Inc
|
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Community Bank & Trust, Waco, Texas
|
|
|
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|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
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|
|
Newman Dignan & Sheerar, Inc.
|
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|
Stonegate Investment Group, LLC
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
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|
Inlet Private Wealth, LLC
|
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|
Sage Advisors, Llc
|
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|
|
|
|
Private Trust Co Na
|
|
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|
Jump Financial, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Hrt Financial Lp
|
|
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|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
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|
|
Volterra Technologies LP
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Harbor Island Capital LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
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OneAscent Financial Services LLC
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
New York State Common Retirement Fund
|
|
|
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|
J. W. Coons Advisors, LLC
|
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|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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|
Woodline Partners LP
|
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|
Perigon Wealth Management, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
Gabelli Equity Trust Inc
|
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|
Howard Capital Management Inc.
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
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|
Keener Financial Planning LLC
|
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Wells Fargo & Company/mn
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Hughes Financial Services, LLC
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Fiduciary Trust Co
|
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Cloverfields Capital Group, Lp
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Readystate Asset Management Lp
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Weiss Asset Management LP
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Argyle Capital Management Inc.
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Smithfield Trust Co
|
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RMG Wealth Management LLC
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Heritage Wealth Management, Inc.
|
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Andra AP-fonden
|
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Charles Schwab Investment Management Inc
|
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Calamos Advisors LLC
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General Pension Society PZU Joint Stock Co
|
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Riverview Trust Co
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Janus Henderson Group Plc
|
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Yousif Capital Management, Llc
|
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Cromwell Holdings LLC
|
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Peapack Gladstone Financial Corp
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
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|
Nvwm, Llc
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Tortoise Investment Management, LLC
|
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|
Zacks Investment Management
|
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|
Wendell David Associates Inc
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
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|
Principia Wealth Advisory, LLC
|
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|
Pictet Asset Management Holding SA
|
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My Legacy Advisors, LLC
|
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Toronto Dominion Bank
|
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Manufacturers Life Insurance Company, The
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
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|
Securian Asset Management, Inc
|
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Anchor Investment Management, LLC
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North Star Investment Management Corp.
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
State Of Wisconsin Investment Board
|
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DHJJ Financial Advisors, Ltd.
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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Mariner, LLC
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
OneAscent Wealth Management LLC
|
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New York Life Investment Management Llc
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Bonness Enterprises Inc
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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PRNT - Ark ETF Trust - The 3D Printing ETF
|
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Lebenthal Global Advisors, LLC
|
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Armis Advisers, LLC
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
GAMMA Investing LLC
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
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|
Mn Services Vermogensbeheer B.V.
|
|
|
|
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|
Bollard Group LLC
|
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|
Aqr Capital Management Llc
|
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|
Varma Mutual Pension Insurance Co
|
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|
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|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
Winch Advisory Services, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
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|
Signaturefd, Llc
|
|
|
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
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|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Park Avenue Securities Llc
|
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Boston Research & Management Inc
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Carnegie Lake Advisors LLC
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Alpine Bank Wealth Management
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Toroso Investments, LLC
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
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Diversified Trust Co
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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TruNorth Capital Management, LLC
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Caliber Wealth Management, LLC / KS
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Tocqueville Asset Management L.p.
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North Capital, Inc.
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Northwest Capital Management Inc
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Financial Management Professionals, Inc.
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
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TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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Warren Averett Asset Management, LLC
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Hilltop National Bank
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Pacific Center for Financial Services
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Merit Financial Group, LLC
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RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
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BLPIX - Profunds - Bull Profund Investor Class
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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Prelude Capital Management, Llc
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William B. Walkup & Associates, Inc.
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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Permit Capital, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
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Mid-American Wealth Advisory Group, Inc.
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Old Port Advisors
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Pnc Financial Services Group, Inc.
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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NOIEX - Northern Funds - Northern Income Equity Fund
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Ccm Investment Group, Llc
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USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
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Palouse Capital Management, Inc.
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Mml Investors Services, Llc
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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Private Wealth Management Group, LLC
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
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Bleakley Financial Group, LLC
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Cresset Asset Management, LLC
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Legacy Private Trust Co.
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
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Beacon Pointe Advisors, LLC
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Maj Invest Holding A/S
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Groupe la Francaise
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Railway Pension Investments Ltd
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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St Germain D J Co Inc
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Ancora Advisors, LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Paradigm Asset Management Co Llc
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BNP Paribas Asset Management Holding S.A.
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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GLOBALT Investments LLC / GA
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Alteri Wealth LLC
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PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
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Treasurer of the State of North Carolina
|
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XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
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Wetherby Asset Management Inc
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
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Savant Capital, LLC
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Coston, McIsaac & Partners
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Forsta Ap-fonden
|
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Fox Run Management, L.l.c.
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State of Tennessee, Treasury Department
|
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Voloridge Investment Management, Llc
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Oddo Bhf Asset Management Sas
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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Stolper Co
|
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NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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|
LMG Wealth Partners, LLC
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Exchange Traded Concepts, Llc
|
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Zions Bancorporation, National Association /ut/
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
Gamco Investors, Inc. Et Al
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
Ronald Blue Trust, Inc.
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Creative Planning
|
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Nuveen, LLC
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
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Gabelli Funds Llc
|
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|
Quaker Wealth Management, LLC
|
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|
Cidel Asset Management Inc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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|
CIBC Asset Management Inc
|
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|
Mutual Of America Capital Management Llc
|
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Cullen/frost Bankers, Inc.
|
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|
Rosenberg Matthew Hamilton
|
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|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
|
First Command Advisory Services, Inc.
|
|
|
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|
|
Wealth Preservation Advisors, LLC
|
|
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|
Burke & Herbert Bank & Trust Co
|
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|
|
Level Four Advisory Services, Llc
|
|
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|
|
Abacus Planning Group, Inc.
|
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|
|
Geneos Wealth Management Inc.
|
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|
Field & Main Bank
|
|
|
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|
Stephens Inc /ar/
|
|
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|
Thrivent Financial For Lutherans
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
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|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Intrust Bank Na
|
|
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|
|
|
Invesco Ltd.
|
|
|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
