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Private Trust Co Na
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
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ORG Partners LLC
|
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Signature Resources Capital Management, LLC
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Mb, Levis & Associates, Llc
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Kiker Wealth Management, LLC
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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Manufacturers Life Insurance Company, The
|
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Crewe Advisors LLC
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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Change Path, LLC
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
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Stableford Capital Ii Llc
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Susquehanna Fundamental Investments, Llc
|
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UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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Man Group plc
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Patton Fund Management, Inc.
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Sachetta, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Meeder Advisory Services, Inc.
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Parkworth Wealth Management, Inc.
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Ninepoint Partners LP
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PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
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American Capital Advisory, LLC
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Quantinno Capital Management LP
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
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Webster Bank, N. A.
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
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Dai-Ichi Life Insurance Company, Ltd
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Transce3nd, LLC
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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State Of Michigan Retirement System
|
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UBS Group AG
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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Jennison Associates Llc
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Hennion & Walsh Asset Management, Inc.
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Teacher Retirement System Of Texas
|
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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Avalon Trust Co
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Two Sigma Advisers, Lp
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Ibex Wealth Advisors
|
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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Bell Investment Advisors, Inc
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Stanley-Laman Group, Ltd.
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Ameritas Investment Partners, Inc.
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Laurel Wealth Advisors LLC
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
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RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
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Advisory Services Network, LLC
|
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|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
Aviva Plc
|
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|
Cramer Rosenthal Mcglynn Llc
|
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Czech National Bank
|
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|
Gabelli Utility Trust
|
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Comerica Bank
|
|
|
|
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|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
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|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
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|
Pandora Wealth, Inc.
|
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|
|
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|
Profund Advisors Llc
|
|
|
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|
Prossimo Advisors, LLC
|
|
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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Cresset Asset Management, LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Amica Mutual Insurance Co
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
Federated Hermes, Inc.
|
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Sumitomo Mitsui Trust Holdings, Inc.
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Regions Financial Corp
|
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BTG Pactual Asset Management US LLC
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Natixis Advisors, L.p.
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Norinchukin Bank, The
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Stephens Consulting, LLC
|
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Blackrock Utility & Infrastructure Trust
|
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Victory Capital Management Inc
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CX Institutional
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Arkadios Wealth Advisors
|
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Callan Family Office, LLC
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Bellevue Asset Management, Llc
|
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Capital A Wealth Management, LLC
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Nomura Holdings Inc
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JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Janus Henderson Group Plc
|
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Cooper Financial Group
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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|
Creative Financial Designs Inc /adv
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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State Of Wisconsin Investment Board
|
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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Profunds - Profund Vp Ultrabull
|
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Mark Sheptoff Financial Planning, Llc
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Worldquant Millennium Advisors Llc
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
Shell Asset Management Co
|
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Tsfg, Llc
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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AdvisorNet Financial, Inc
|
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Legal & General Group Plc
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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California State Teachers Retirement System
|
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TFC Financial Management
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Umb Bank N A/mo
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M&t Bank Corp
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Main Street Group, LTD
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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|
Bank of New Hampshire
|
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EverSource Wealth Advisors, LLC
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
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|
Park Square Financial Group, LLC
|
|
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Goldman Sachs Group Inc
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
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|
Cornerstone Planning Group LLC
|
|
|
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|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
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|
Vise Technologies, Inc.
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
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|
LMR Partners LLP
|
|
|
|
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|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
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|
Daiwa Securities Group Inc.
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
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ORG Wealth Partners, LLC
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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Rialto Wealth Management, LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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Colonial Trust Advisors
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Tortoise Investment Management, LLC
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Hilltop Partners LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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Kayne Anderson Rudnick Investment Management Llc
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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Resona Asset Management Co.,Ltd.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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Cape Investment Advisory, Inc.
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Ostrum Asset Management
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Premier Fund Managers Ltd
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Millstone Evans Group, LLC
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Miller Howard Investments Inc /ny
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New York Life Investment Management Llc
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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Epoch Investment Partners, Inc.
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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Invesco Ltd.
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CIBC Asset Management Inc
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CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
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Versus Capital Infrastructure Income Fund
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Fifth Third Bancorp
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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National Bank Of Canada /fi/
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Ogorek Anthony Joseph /ny/ /adv
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Allspring Global Investments Holdings, LLC
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
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BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
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Ausbil Investment Management Ltd
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FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
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Sigma Planning Corp
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New York State Teachers Retirement System
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Binnacle Investments Inc
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
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WPG Advisers, LLC
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
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Rockefeller Capital Management L.P.
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Farther Finance Advisors, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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Utah Retirement Systems
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Wedbush Securities Inc
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RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
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Atomi Financial Group, Inc.
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Millennium Management Llc
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
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MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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Calamos Advisors LLC
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Parkside Financial Bank & Trust
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
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Mufg Securities Americas Inc.
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Paradigm Financial Partners, Llc
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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DekaBank Deutsche Girozentrale
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Smartleaf Asset Management LLC
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
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Panagora Asset Management Inc
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United Capital Financial Advisers, Llc
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Securian Asset Management, Inc
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Avion Wealth
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True Wealth Design, LLC
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Advisor Group Holdings, Inc.
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Cornerstone Wealth Group, LLC
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Neuberger Berman Group LLC
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Massmutual Trust Co Fsb/adv
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Geode Capital Management, Llc
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Venturi Wealth Management, LLC
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OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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Amundi
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MAI Capital Management
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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CoreCap Advisors, LLC
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
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Hanson & Doremus Investment Management
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Zacks Investment Management
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
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Banco Santander, S.A.
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Golden State Wealth Management, LLC
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Quest Partners LLC
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JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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Occudo Quantitative Strategies Lp
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Duff & Phelps Global Utility Income Fund Inc.
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Franklin Resources Inc
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Activest Wealth Management
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Ubs Asset Management Americas Inc
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Syntegra Private Wealth Group, LLC
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Ascent Group, LLC
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Manchester Capital Management LLC
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
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Williamson Legacy Group, LLC
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CAPROCK Group, Inc.
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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Integrated Wealth Concepts LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
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BNP Paribas Asset Management Holding S.A.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
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Barclays Plc
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Redwood Park Advisors LLC
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
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Monarch Capital Management Inc/
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EUSM - Strategy Shares - Eventide US Market ETF
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Mizuho Securities Usa Llc
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EntryPoint Capital, LLC
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Virtus ETF Advisers LLC
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Alliancebernstein L.p.
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
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Aviso Financial Inc.
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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Sterling Capital Management LLC
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Fortitude Family Office, LLC
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Cullen/frost Bankers, Inc.
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Elo Mutual Pension Insurance Co
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GWM Advisors LLC
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Versus Capital Real Assets Fund Llc
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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Savant Capital, LLC
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
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Louisiana State Employees Retirement System
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ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
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Crossmark Global Holdings, Inc.
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Pensionmark Financial Group, Llc
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
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MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
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JNBA Financial Advisors
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Continuum Advisory, LLC
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Robeco Institutional Asset Management B.V.
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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Maple-Brown Abbott Ltd
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Plante Moran Financial Advisors, LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Geneos Wealth Management Inc.
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Y-Intercept (Hong Kong) Ltd
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Soroban Capital Partners LP
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Great Lakes Advisors, Llc
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Tredje AP-fonden
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Morgan Stanley
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DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A
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Newport Trust Co
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
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Boston Partners
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Tower Bridge Advisors
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JXI - iSHARES TRUST - iShares Global Utilities ETF
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Susquehanna Portfolio Strategies, LLC
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Arizona State Retirement System
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Bleakley Financial Group, LLC
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Glenmede Investment Management, LP
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
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Monetary Management Group Inc
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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First Financial Bankshares Inc
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Altshuler Shaham Ltd
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Thomasville National Bank
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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IHT Wealth Management, LLC
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Bnp Paribas Arbitrage, Sa
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Atria Investments Llc
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AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
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Group One Trading, L.p.
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
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Keystone Financial Services
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Vestcor Inc
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
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Beck Bode, LLC
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Yousif Capital Management, Llc
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HFM Investment Advisors, LLC
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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Horizon Investment Services, LLC
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Profunds - Profund Vp Large-cap Value
|
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Kennedy Capital Management, Inc.
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Lincoln Capital Corp
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
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Tounjian Advisory Partners, Llc
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Pathstone Holdings, LLC
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3Chopt Investment Partners, LLC
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Nomura Asset Management Co Ltd
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Gabelli Dividend & Income Trust
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Guggenheim Strategic Opportunities Fund
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EBI - RBB Fund Trust - Longview Advantage ETF
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Bogart Wealth, LLC
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Bellwether Advisors, LLC
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Quaker Wealth Management, LLC
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Riggs Asset Managment Co. Inc.
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Magellan Asset Management Ltd
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Capital Advisors, Ltd. LLC
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IDU - iSHARES TRUST - iShares U.S. Utilities ETF
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Principal Financial Group Inc
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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GHP Investment Advisors, Inc.
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HF Advisory Group, LLC
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|
Tortoise Energy Infrastructure Corp
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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First Citizens Bank & Trust Co
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New York State Common Retirement Fund
|
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Wiley Bros.-aintree Capital, Llc
|
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APG Asset Management N.V.
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Bradley Foster & Sargent Inc/ct
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Frazier Financial Advisors, LLC
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Woodline Partners LP
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Bay Harbor Wealth Management, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Allianz Asset Management GmbH
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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Prelude Capital Management, Llc
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Horizon Investments, LLC
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Cibc World Markets Corp
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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Smallwood Wealth Investment Management, LLC
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Exchange Traded Concepts, Llc
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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Nbc Securities, Inc.
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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TruNorth Capital Management, LLC
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Kimelman & Baird, LLC
|
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PDS Planning, Inc
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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Flagship Harbor Advisors, Llc
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SummitTX Capital, L.P.
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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Tokio Marine Asset Management Co Ltd
|
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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Stifel Financial Corp
|
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Mercer Global Advisors Inc /adv
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Livforsakringsbolaget Skandia, Omsesidigt
|
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1st Source Bank
|
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Kovitz Investment Group Partners, LLC
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Tema ETF Trust - Tema Electrification ETF
|
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First Trust Advisors Lp
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Resources Investment Advisors, LLC.
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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SBI Securities Co., Ltd.
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
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Pathway Financial Advisers, LLC
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Elevated Capital Advisors, LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Motco
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Edgestream Partners, L.P.
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Great West Life Assurance Co /can/
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Versant Capital Management, Inc
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Briaud Financial Planning, Inc
|
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Icon Advisers Inc/co
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PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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Fisher Funds Management LTD
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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Forsta Ap-fonden
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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Principia Wealth Advisory, LLC
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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Gotham Asset Management, LLC
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SILVER OAK SECURITIES, Inc
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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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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Hollencrest Capital Management
|
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Whittier Trust Co Of Nevada Inc
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
John Hancock Tax-advantaged Dividend Income Fund
|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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|
Merit Financial Group, LLC
|
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Captrust Financial Advisors
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|
FSA Wealth Management LLC
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Dynamic Technology Lab Private Ltd
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Fox Hill Wealth Management
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
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Federation des caisses Desjardins du Quebec
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
Kentucky Trust Co
|
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|
Retirement Systems of Alabama
|
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|
Sowell Financial Services LLC
|
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|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
|
Strengthening Families & Communities, LLC
|
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|
Bank Of America Corp /de/
|
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|
Ritholtz Wealth Management
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
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|
Bare Financial Services, Inc
|
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|
Financial Management Professionals, Inc.
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|
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|
HITE Hedge Asset Management LLC
|
|
|
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|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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|
Spdr S&p 500 Etf Trust
|
|
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|
Synovus Financial Corp
|
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
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|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
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|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
Community Trust & Investment Co
|
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|
|
Dimensional Fund Advisors Lp
|
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|
Treasurer of the State of North Carolina
|
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|
Jfs Wealth Advisors, Llc
|
|
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|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
Public Employees Retirement Association Of Colorado
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
ProShare Advisors LLC
|
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|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
LPL Financial LLC
|
|
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|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
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|
Quaero Capital S.A.
|
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|
My Legacy Advisors, LLC
|
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|
Nuveen, LLC
|
|
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|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
SageView Advisory Group, LLC
|
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|
Oak Thistle LLC
|
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|
FORA Capital, LLC
|
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Standard Life Aberdeen plc
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
Fox Run Management, L.l.c.
|
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Rehmann Capital Advisory Group
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Hrt Financial Lp
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
TCTC Holdings, LLC
|
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|
Ti-trust, Inc
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
GW&K Investment Management, LLC
|
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|
Assenagon Asset Management S.A.
|
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|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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|
Skyline Advisors, Inc.
|
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|
Bfsg, Llc
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
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|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
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|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
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|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
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|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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|
|
Vaughan David Investments Inc/il
|
|
|
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|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
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|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
Mml Investors Services, Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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Swiss National Bank
|
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Quarry LP
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Alyeska Investment Group, L.P.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Oppenheimer & Co Inc
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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Duff & Phelps Investment Management Co
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
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Mv Capital Management, Inc.
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Zimmer Partners, LP
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Capital International Investors
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Schroder Investment Management Group
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
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FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
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BI Asset Management Fondsmaeglerselskab A/S
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Brooklands Fund Management Ltd
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Public Sector Pension Investment Board
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Pacer Advisors, Inc.
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Harvest Fund Management Co., Ltd
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Hennessy Advisors Inc
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Key FInancial Inc
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Capital International Inc /ca/
|
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Rhumbline Advisers
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
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Raymond James Financial Inc
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TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
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WealthTrak Capital Management LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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Cornercap Investment Counsel Inc
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Signaturefd, Llc
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Mount Yale Investment Advisors, LLC
|
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Intech Investment Management Llc
|
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Board of the Pension Protection Fund
|
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
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Valued Wealth Advisors LLC
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
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Investment Management Corp of Ontario
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
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EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
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FIL Ltd
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Long Run Wealth Advisors, LLC
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Hartland & Co., LLC
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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D. E. Shaw & Co., Inc.
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Barrett & Company, Inc.
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
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PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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Deseret Mutual Benefit Administrators
|
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ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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AE Wealth Management LLC
|
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New Mexico Educational Retirement Board
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
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Hartford Financial Management Inc.
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
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Wells Fargo & Company/mn
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
MCF Advisors LLC
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Knollwood Investment Advisory, LLC
|
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VeraBank, N.A.
|
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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Clear Street Markets Llc
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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Larson Financial Group LLC
|
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|
Northern Trust Corp
|
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|
Walleye Trading LLC
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
T. Rowe Price Investment Management, Inc.
|
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CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL
|
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FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
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|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
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Centaurus Financial, Inc.
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VSM Wealth Advisory, LLC
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
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Amalgamated Bank
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Regent Peak Wealth Advisors LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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DT Investment Partners, LLC
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SOUTH STATE Corp
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Mirae Asset Global Investments Co., Ltd.
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First Community Trust Na
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Johnson Investment Counsel Inc
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
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Susquehanna International Group, Llp
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CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
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Boothbay Fund Management, Llc
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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V-Square Quantitative Management LLC
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Barnes Wealth Management Group, Inc
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
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Ameritas Advisory Services, LLC
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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Pingora Partners LLC
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
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Engineers Gate Manager LP
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
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McKinley Carter Wealth Services, Inc.
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Cetera Investment Advisers
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American Century Companies Inc
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Ensign Peak Advisors, Inc
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Agf Management Ltd
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SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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John Hancock Premium Dividend Fund
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Logan Capital Management Inc
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BRYN MAWR TRUST Co
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
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Howard Hughes Medical Institute
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Ci Investments Inc.
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State of New Jersey Common Pension Fund D
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IMA Wealth, Inc.
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Mizuho Securities Usa Llc
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Dnp Select Income Fund Inc
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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Bridgefront Capital, LLC
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Voya Global Equity Dividend & Premium Opportunity Fund
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PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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IEYAX - IVY FUNDS - Ivy Energy Fund Class A
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
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Virtus Global Dividend & Income Fund Inc.
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Magnetar Financial LLC
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State of Alaska, Department of Revenue
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OneAscent Investment Solutions LLC
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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Korea Investment CORP
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Morton Community Bank
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Longboard Asset Management, LP
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Northwestern Mutual Wealth Management Co
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Colony Group, LLC
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Moors & Cabot, Inc.
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Inceptionr Llc
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S&t Bank/pa
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Natixis
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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Frontier Capital Management Co Llc
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Connor, Clark & Lunn Investment Management Ltd.
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Solstein Capital, LLC
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HBK Sorce Advisory LLC
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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Bahl & Gaynor Inc
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Caldwell Securities, Inc
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Parallel Advisors, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
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Price T Rowe Associates Inc /md/
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HB Wealth Management, LLC
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Hartford Investment Management Co
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FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
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Reaves Utility Income Fund
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EP Wealth Advisors, Inc.
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Eastern Bank
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Schonfeld Strategic Advisors LLC
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
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Wellington Management Group Llp
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Rafferty Asset Management, LLC
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Cerity Partners LLC
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Archer Investment Corp
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Crumly & Associates Inc.
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Sapient Capital Llc
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Cary Street Partner Investment Advisory Llc
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Voya Global Advantage & Premium Opportunity Fund
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Brevan Howard Capital Management LP
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PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
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Legacy Wealth Managment, LLC/ID
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LRI Investments, LLC
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Wealthfront Advisers Llc
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Flaharty Asset Management, LLC
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LOM Asset Management Ltd
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SRS Capital Advisors, Inc.
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Lazard Asset Management Llc
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Energy Income Partners, LLC
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
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ExodusPoint Capital Management, LP
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Private Wealth Management Group, LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
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Wetzel Investment Advisors, Inc.
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FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
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Ubs Oconnor Llc
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