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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
Stifel Financial Corp
|
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Orion Portfolio Solutions, LLC
|
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Dnp Select Income Fund Inc
|
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Voya Investment Management Llc
|
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Golden State Wealth Management, LLC
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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Voloridge Investment Management, Llc
|
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PDT Partners, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
Nbt Bank N A /ny
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
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Klp Kapitalforvaltning As
|
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TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
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Atlantic Edge Private Wealth Management, LLC
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
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|
Bank of New Hampshire
|
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Wealthfront Advisers Llc
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Raymond James Financial Inc
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Steward Partners Investment Advisory, Llc
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Private Wealth Management Group, LLC
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McKinley Carter Wealth Services, Inc.
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Schechter Investment Advisors, LLC
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Van Eck Associates Corp
|
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Heritage Wealth Advisors
|
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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Swiss National Bank
|
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Truist Financial Corp
|
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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Police & Firemen's Retirement System of New Jersey
|
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Thornburg Investment Management Inc
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Cubist Systematic Strategies, LLC
|
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CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
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|
Tortoise Capital Advisors, L.l.c.
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Manufacturers Life Insurance Company, The
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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Jain Global LLC
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Teachers Retirement System Of The State Of Kentucky
|
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Redwood Wealth Management Group, LLC
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AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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Morgan Stanley
|
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Cary Street Partners Financial Llc
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SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
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Clean Energy Transition LLP
|
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First Citizens Bank & Trust Co
|
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IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
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Zacks Investment Management
|
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Principia Wealth Advisory, LLC
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Envestnet Asset Management Inc
|
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Impact Capital Partners LLC
|
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Pinnacle Wealth Management Group, Inc.
|
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
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|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Johnson Investment Counsel Inc
|
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RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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Cary Street Partner Investment Advisory Llc
|
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Quadrant Capital Group Llc
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
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|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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|
LPL Financial LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
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|
Morningstar Investment Management LLC
|
|
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|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
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|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Sourcerock Group LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
PIMCO Energy & Tactical Credit Opportunities Fund
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Burkehill Global Management, LP
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
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|
Goldman Sachs Group Inc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
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PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
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|
Hm Payson & Co
|
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|
|
HighPoint Advisor Group LLC
|
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Daiwa Securities Group Inc.
|
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Cantor Fitzgerald Sustainable Infrastructure Fund
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Bell Investment Advisors, Inc
|
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SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
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West Michigan Advisors, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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|
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|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
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|
Palo Duro Investment Partners, Lp
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
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|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
|
|
|
|
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|
D. E. Shaw & Co., Inc.
|
|
|
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|
Pathstone Holdings, LLC
|
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
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|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
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|
Susquehanna International Group, Llp
|
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|
Bernard Wealth Management Corp.
|
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|
Fortitude Family Office, LLC
|
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|
Westside Investment Management, Inc.
|
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|
Atlantic Trust, LLC
|
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|
Franklin Resources Inc
|
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|
Bank Of America Corp /de/
|
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|
TFC Financial Management
|
|
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|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Acadian Asset Management Llc
|
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SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
|
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|
Axq Capital, Lp
|
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Hantz Financial Services, Inc.
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AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
|
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IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
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|
HB Wealth Management, LLC
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|
Allianz Asset Management GmbH
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
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|
M1 Capital Management LLC
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Breakwater Investment Management
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KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
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|
Amalgamated Bank
|
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|
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|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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|
Point72 Hong Kong Ltd
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|
Modern Wealth Management, LLC
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Plante Moran Financial Advisors, LLC
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|
Colony Group, LLC
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Brasada Capital Management, Lp
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|
N.E.W. Advisory Services LLC
|
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|
Elm3 Financial Group, LLC
|
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|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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Citizens Financial Group Inc/ri
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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Harvest Fund Management Co., Ltd
|
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Sachetta, LLC
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Strategic Investment Advisors / MI
|
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Oppenheimer Asset Management Inc.
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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|
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|
ELCO Management Co., LLC
|
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Shilanski & Associates, Inc.
|
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Wedge Capital Management L L P/nc
|
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Allworth Financial LP
|
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Elevation Series Trust - RiverNorth Patriot ETF
|
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|
Federation des caisses Desjardins du Quebec
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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California Public Employees Retirement System
|
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|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
Vident Advisory, LLC
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
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TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
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Susquehanna Fundamental Investments, Llc
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|
Boothbay Fund Management, Llc
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American Century Companies Inc
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Sigma Planning Corp
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FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
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|
FSA Advisors, Inc.
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
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Northwestern Mutual Wealth Management Co
|
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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|
Princeton Global Asset Management LLC
|
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SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I
|
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|
Global Retirement Partners, LLC
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
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|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
Parcion Private Wealth LLC
|
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Nomura Asset Management Co Ltd
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
Hilltop National Bank
|
|
|
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|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
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|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
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|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
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Vise Technologies, Inc.
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
California State Teachers Retirement System
|
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|
|
Public Employees Retirement Association Of Colorado
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
Brown Brothers Harriman & Co
|
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|
Atlantic Union Bankshares Corp
|
|
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|
Truvestments Capital Llc
|
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|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
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|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
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|
Tiaa Trust, National Association
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
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|
Signaturefd, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Millennium Management Llc
|
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|
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|
|
Ci Investments Inc.
|
|
|
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|
Mackenzie Financial Corp
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Candelo Capital Management LP
|
|
|
|
|
|
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Clearbridge Energy Mlp Opportunity Fund Inc.
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
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Snowden Capital Advisors LLC
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
International Assets Investment Management, Llc
|
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Ingalls & Snyder Llc
|
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RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H
|
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Castleark Management Llc
|
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Kestra Private Wealth Services, Llc
|
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
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Sittner & Nelson, Llc
|
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Arbor Wealth Advisors LLC
|
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Cromwell Holdings LLC
|
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Centerpoint Advisors, LLC
|
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Wetherby Asset Management Inc
|
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Duff & Phelps Investment Management Co
|
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Smallwood Wealth Investment Management, LLC
|
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AE Wealth Management LLC
|
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|
Meeder Advisory Services, Inc.
|
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Center for Financial Planning, Inc.
|
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
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|
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Meeder Asset Management Inc
|
|
|
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Treasurer of the State of North Carolina
|
|
|
|
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DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
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Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
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|
TruNorth Capital Management, LLC
|
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|
Rise Advisors, LLC
|
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Parallel Advisors, LLC
|
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Norges Bank
|
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Tortoise Investment Management, LLC
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Empowered Funds, LLC
|
|
|
|
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|
D.a. Davidson & Co.
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Amplify Investments, Llc
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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|
Vestmark Advisory Solutions, Inc.
|
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LRI Investments, LLC
|
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Td Private Client Wealth Llc
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
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|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
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|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
|
Armstrong Advisory Group, Inc
|
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VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
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IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
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|
NewSquare Capital LLC
|
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Jpmorgan Chase & Co
|
|
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Dynamic Technology Lab Private Ltd
|
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FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
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|
Citadel Advisors Llc
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
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|
PFG Investments, LLC
|
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|
Jones Financial Companies Lllp
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
Hummer Financial Advisory Services Inc
|
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|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
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|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
|
|
|
|
|
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
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Captrust Financial Advisors
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Kestra Advisory Services, LLC
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SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
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Harbor Investment Advisory, Llc
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Pacific Center for Financial Services
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RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
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Avion Wealth
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Aigen Investment Management, Lp
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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Deutsche Bank Ag\
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STXV - EA Series Trust - Strive 1000 Value ETF
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Fractal Investments LLC
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CWM Advisors, LLC
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RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
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Vanguard Group Inc
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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Nomura Holdings Inc
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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Wedmont Private Capital
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
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Skopos Labs, Inc.
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59 North Capital Management, LP
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Neuberger Berman Mlp Income Fund Inc.
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Principal Diversified Select Real Asset Fund
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Gladstone Institutional Advisory LLC
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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Lazard Asset Management Llc
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
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IYE - iSHARES TRUST - iShares U.S. Energy ETF
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Campbell & CO Investment Adviser LLC
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Holocene Advisors, LP
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Norden Group Llc
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
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Teacher Retirement System Of Texas
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Sit Investment Associates Inc
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Rothschild Investment Llc
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
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SRS Capital Advisors, Inc.
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Metis Global Partners, LLC
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First Trust Advisors Lp
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Clearbridge Investments, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
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Fifth Third Wealth Advisors LLC
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Oakworth Capital, Inc.
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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Nisa Investment Advisors, Llc
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Huntington National Bank
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SS&H Financial Advisors, Inc.
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MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Federated Hermes, Inc.
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Prudential Plc
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Verition Fund Management LLC
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Gabelli Utility Trust
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SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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Invst, LLC
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MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Bnp Paribas Arbitrage, Sa
|
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Parkside Financial Bank & Trust
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Wells Fargo & Company/mn
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CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A
|
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1620 Investment Advisors, Inc.
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Park Square Financial Group, LLC
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Xponance, Inc.
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RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
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SJS Investment Consulting Inc.
|
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
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Us Bancorp \de\
|
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|
Wealth Enhancement Advisory Services, Llc
|
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Qube Research & Technologies Ltd
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
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|
Bessemer Group Inc
|
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|
Voya Prime Rate Trust
|
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Jennison Associates Llc
|
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Neuberger Berman Group LLC
|
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Savant Capital, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
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Venture Visionary Partners LLC
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
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|
Mutual Of America Capital Management Llc
|
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|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
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|
|
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
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|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Buckingham Strategic Partners
|
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|
