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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
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Hancock Whitney Corp
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Legal & General Group Plc
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Utah Retirement Systems
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Canada Post Corp Registered Pension Plan
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|
Dorsey & Whitney Trust CO LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Aviva Plc
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Dagco, Inc.
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Dynasty Wealth Management, Llc
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Allspring Global Investments Holdings, LLC
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Opal Wealth Advisors, LLC
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Qube Research & Technologies Ltd
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Power Wealth Management Llc
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Parnassus Investments /ca
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JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Brevan Howard Capital Management LP
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Janney Montgomery Scott LLC
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Dogwood Wealth Management LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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IMC-Chicago, LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Gotham Asset Management, LLC
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First Financial Corp /in/
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Core Alternative Capital
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Keybank National Association/oh
|
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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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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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Versant Capital Management, Inc
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BI Asset Management Fondsmaeglerselskab A/S
|
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VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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CI Private Wealth, LLC
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Abound Wealth Management
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Riverbridge Partners Llc
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
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Deutsche Bank Ag\
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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Greenhouse Funds LLLP
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Nwam Llc
|
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Pfc Capital Group, Inc.
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Goldman Sachs Group Inc
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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USS Investment Management Ltd
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Natixis Advisors, L.p.
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Solstein Capital, LLC
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Ferguson Wellman Capital Management, Inc
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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Sagespring Wealth Partners, Llc
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Sowell Financial Services LLC
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MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
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Eastern Bank
|
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|
Blair William & Co/il
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Profunds - Profund Vp Bull
|
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
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|
|
Apeiron RIA LLC
|
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|
|
Ameriprise Financial Inc
|
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|
J.w. Cole Advisors, Inc.
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
Maverick Capital Ltd
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Carmignac Gestion
|
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IFM Investors Pty Ltd
|
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|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
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|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
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|
aeris Capital Holding GmbH
|
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|
Nadler Financial Group, Inc.
|
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|
Westside Investment Management, Inc.
|
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|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
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|
|
|
Avion Wealth
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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|
Arlington Trust Co LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Freshford Capital Management, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Valley Forge Advisors, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Theleme Partners LLP
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
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DT Investment Partners, LLC
|
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|
Darsana Capital Partners LP
|
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|
Janney Capital Management LLC
|
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|
Bank Of Montreal /can/
|
|
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|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
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|
Warren Averett Asset Management, LLC
|
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|
Arkadios Wealth Advisors
|
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|
Nvwm, Llc
|
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
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|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
Gsa Capital Partners Llp
|
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|
Parkside Financial Bank & Trust
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
Lazard Global Total Return & Income Fund Inc
|
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|
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|
|
Public Employees Retirement System Of Ohio
|
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|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
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|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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|
Toronto Dominion Bank
|
|
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|
Vident Advisory, LLC
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Weitz Investment Management, Inc.
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
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|
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A
|
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Pictet Asset Management Holding SA
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Thrivent Financial For Lutherans
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Everence Capital Management Inc
|
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|
BlackRock, Inc.
|
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|
Williams Jones Wealth Management, LLC.
|
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Main Street Financial Solutions, LLC
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
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|
Catalyst Funds Management Pty Ltd
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Natixis
|
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|
Piscataqua Savings Bank
|
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|
South Dakota Investment Council
|
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Brookstone Capital Management
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Trust Co Of Virginia /va
|
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|
Hrt Financial Lp
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Boothbay Fund Management, Llc
|
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|
FORA Capital, LLC
|
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|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
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|
|
Credential Securities Inc.
|
|
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|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Ako Capital Llp
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
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|
Nordea Investment Management Ab
|
|
|
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|
Retireful, LLC
|
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|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
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|
Morgan Stanley
|
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|
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|
Adage Capital Partners Gp, L.l.c.
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
Wsfs Capital Management, Llc
|
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|
Annandale Capital, LLC
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
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|
|
Trexquant Investment LP
|
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|
Aberdeen Wealth Management LLC
|
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|
State of Tennessee, Treasury Department
|
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|
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|
Mariner, LLC
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
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|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Optimize Financial Inc
|
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|
HighPoint Advisor Group LLC
|
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|
Wedgewood Investors Inc /pa/
|
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Chicago Partners Investment Group LLC
|
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Taikang Asset Management (Hong Kong) Co Ltd
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
|
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|
Capital Group Investment Management Pte. Ltd.
|
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|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
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|
V-Square Quantitative Management LLC
|
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|
Quaker Wealth Management, LLC
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
Square Wave Partners, L.P.
|
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|
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
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|
|
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|
Principal Financial Group Inc
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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|
Merit Financial Group, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
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|
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|
Ensign Peak Advisors, Inc
|
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
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TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
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|
International Assets Investment Management, Llc
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Harris Associates L P
|
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|
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|
Virginia Wealth Management Group, Inc.
|
|
|
|
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|
Bessemer Group Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
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|
Brown Advisory Inc
|
|
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|
Summit Trail Advisors, Llc
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Spg Advisors Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Gw Henssler & Associates Ltd
|
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Trifecta Capital Advisors, LLC
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Creative Financial Designs Inc /adv
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BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
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DekaBank Deutsche Girozentrale
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IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
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Capital Group Private Client Services, Inc.
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Cooper Investors Pty Ltd
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Steward Partners Investment Advisory, Llc
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TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
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Zions Bancorporation, National Association /ut/
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Evoke Wealth, Llc
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Sentry Investment Management Llc
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Wood Tarver Financial Group, LLC
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Wedmont Private Capital
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Farmers & Merchants Investments Inc
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Hartland & Co., LLC
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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Geo Capital Gestora de Recursos Ltd
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Lindsell Train Ltd
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WASHINGTON TRUST Co
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Canoe Financial LP
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
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Wellington Management Group Llp
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Nisa Investment Advisors, Llc
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Alliancebernstein L.p.
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N.E.W. Advisory Services LLC
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Aqr Capital Management Llc
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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Peapack Gladstone Financial Corp
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Walleye Capital LLC
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Massachusetts Financial Services Co /ma/
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Winton Capital Group Ltd
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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SCS Capital Management LLC
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Rational Advisors Llc
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Securian Asset Management, Inc
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Brighthouse Funds Trust II - MFS Value Portfolio Class A
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SNS Financial Group, LLC
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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Northern Lights Fund Trust IV - Brookstone Value Stock ETF
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Price T Rowe Associates Inc /md/
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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Kovitz Investment Group Partners, LLC
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Mowery & Schoenfeld Wealth Management, LLC
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LPL Financial LLC
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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Park Avenue Securities Llc
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Conning Inc.
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Mv Capital Management, Inc.
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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UNIVEST FINANCIAL Corp
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Nemes Rush Group LLC
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Strs Ohio
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Vise Technologies, Inc.
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Virtu Financial LLC
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Geode Capital Management, Llc
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Long Road Investment Counsel, LLC
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WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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CWM Advisors, LLC
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Assetmark, Inc
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Cerity Partners LLC
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Voya Investment Management Llc
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GWM Advisors LLC
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Jane Street Group, Llc
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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EverSource Wealth Advisors, LLC
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
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Norges Bank
|
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Scientech Research LLC
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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Whittier Trust Co
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Sumitomo Mitsui Trust Holdings, Inc.
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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New York Life Investment Management Llc
|
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Capital Advisors, Ltd. LLC
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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Tokio Marine Asset Management Co Ltd
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Hillman Capital Management, Inc.
|
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Principia Wealth Advisory, LLC
|
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HB Wealth Management, LLC
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
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EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
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BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
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|
ASR Vermogensbeheer N.V.
|
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|
Accretive Wealth Partners, LLC
|
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|
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PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
|
Ransom Advisory, Ltd
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
AE Wealth Management LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
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|
Freestone Grove Partners LP
|
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|
Onefund, Llc
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Kensico Capital Management Corp
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
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Rakuten Investment Management, Inc.
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Headlands Technologies LLC
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BLI - Banque de Luxembourg Investments
|
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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Covestor Ltd
|
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Norinchukin Bank, The
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Kentucky Retirement Systems Insurance Trust Fund
|
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TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Tredje AP-fonden
|
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Oppenheimer Asset Management Inc.
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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AIA Group Ltd
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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O'shaughnessy Asset Management, Llc
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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Czech National Bank
|
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Hemington Wealth Management
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
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Cantillon Capital Management Llc
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Findlay Park Partners LLP
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Cresset Asset Management, LLC
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Madison Asset Management, LLC
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Swiss National Bank
|
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NWF Advisory Services Inc.
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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Concurrent Investment Advisors, LLC
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
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Silvant Capital Management LLC
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NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
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Droms Strauss Advisors Inc /mo/ /adv
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Franklin Resources Inc
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DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
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BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
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Reynders McVeigh Capital Management, LLC
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
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National Bank Of Canada /fi/
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Louisiana State Employees Retirement System
|
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Silvercrest Asset Management Group Llc
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Thrive Wealth Management, LLC
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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GSB Wealth Management, LLC
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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Principal Street Partners, LLC
|
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VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
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Vontobel Holding Ltd.
|
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Envestnet Asset Management Inc
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Adirondack Trust Co
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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Charles Schwab Investment Management Inc
|
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|
Bank of New York Mellon Corp
|
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Northern Trust Corp
|
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B&l Asset Management Llc
|
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
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Quadrant Capital Group Llc
|
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Tudor Investment Corp Et Al
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
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Aprio Wealth Management, LLC
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Correct Capital Wealth Management
|
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Old National Bancorp /in/
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Kilter Group LLC
|
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|
Capital Analysts, Inc.
|
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|
Palogic Value Management, L.P.
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Landscape Capital Management, L.l.c.
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
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|
Howard Capital Management Inc.
|
|
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Trinity Street Asset Management LLP
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Empirical Finance, LLC
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Summit Financial, LLC
|
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|
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|
Meeder Advisory Services, Inc.
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Bellwether Advisors, LLC
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|
Retirement Systems of Alabama
|
|
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|
Rialto Wealth Management, LLC
|
|
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|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
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|
Great West Life Assurance Co /can/
|
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|
Glenmede Trust Co Na
|
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Brighton Jones Llc
|
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Whittier Trust Co Of Nevada Inc
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
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|
|
Berkeley, Inc
|
|
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|
Nuveen, LLC
|
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Rsm Us Wealth Management Llc
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Intermede Investment Partners Ltd
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Generali Asset Management SPA SGR
|
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Mn Services Vermogensbeheer B.V.
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Nissay Asset Management Corp /japan/ /adv
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Dunhill Financial, LLC
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Engineers Gate Manager LP
|
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Wiley Bros.-aintree Capital, Llc
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
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Sanibel Captiva Trust Company, Inc.
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NorthRock Partners, LLC
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Td Asset Management Inc
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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SJS Investment Consulting Inc.
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Prudential Financial Inc
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Metis Global Partners, LLC
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Public Sector Pension Investment Board
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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1832 Asset Management L.P.
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Schonfeld Strategic Advisors LLC
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Synovus Financial Corp
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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Northwestern Mutual Investment Management Company, Llc
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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GeoWealth Management, LLC
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Alberta Investment Management Corp
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Jones Financial Companies Lllp
|
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
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|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
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|
Hilltop Holdings Inc.
|
|
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|
Tiaa Trust, National Association
|
|
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
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|
Allianz Asset Management GmbH
|
|
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|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
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|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
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|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
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|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
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|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Coalescence Partners Investment Management, LP
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Explore Capital Management, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
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|
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
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Malaga Cove Capital, LLC
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IFP Advisors, Inc
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Cherry Tree Wealth Management, LLC
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Glenmede Investment Management, LP
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
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Essex Financial Services, Inc.
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Axxcess Wealth Management, Llc
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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APG Asset Management N.V.
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ProShare Advisors LLC
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Bowen Hanes & Co Inc
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
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Mitsubishi UFJ Trust & Banking Corp
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
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NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
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Ironwood Investment Counsel, LLC
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Toroso Investments, LLC
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Vestcor Inc
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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Marshall Wace, Llp
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Meeder Asset Management Inc
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Fox Run Management, L.l.c.
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Ubs Asset Management Americas Inc
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Diversified Trust Co
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Ascent Group, LLC
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Worldquant Millennium Advisors Llc
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
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FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
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SRS Capital Advisors, Inc.
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Grange Capital, LLC
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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Ashford Capital Management Inc
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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Cwm, Llc
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Kayne Anderson Rudnick Investment Management Llc
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Frank, Rimerman Advisors LLC
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CENTRAL TRUST Co
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CBIZ Investment Advisory Services, LLC
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Nova Wealth Management, Inc.
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Highland Capital Management, Llc
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Cape Investment Advisory, Inc.
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Lansforsakringar Fondforvaltning AB (publ)
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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Chesley Taft & Associates LLC
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Cannon Financial Strategists, Inc.
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NEOS Investment Management LLC
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
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Quest 10 Wealth Builders, Inc.
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Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
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Ameriflex Group, Inc.
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VSTIX - VALIC Co I - Stock Index Fund
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Elo Mutual Pension Insurance Co
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Hm Payson & Co
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
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KMID - Virtus ETF Trust II - Virtus KAR Mid-Cap ETF
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WealthTrak Capital Management LLC
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MFCPX - M FUND INC - M Capital Appreciation Fund
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Key FInancial Inc
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Prelude Capital Management, Llc
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
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Livforsakringsbolaget Skandia, Omsesidigt
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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Bruce G. Allen Investments, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Citizens Financial Group Inc/ri
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Integrated Wealth Concepts LLC
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Credential Qtrade Securities Inc.
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Bogart Wealth, LLC
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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Wells Fargo & Company/mn
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Mackenzie Financial Corp
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Gibbs Wealth Management
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Square Wave Capital, LLC
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Asahi Life Asset Management Co., Ltd.
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Athena Investment Management
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Harbor Investment Advisory, Llc
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University Of Texas/texas Am Investment Managment Co
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Mount Yale Investment Advisors, LLC
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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Sterling Capital Management LLC
|
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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Crawford Investment Counsel Inc
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CVA Family Office, LLC
|
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Capital International Ltd /ca/
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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Chevy Chase Trust Holdings, Inc.
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Wealth Management Nebraska
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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Mizuho Securities Usa Llc
|
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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CIBC Private Wealth Group, LLC
|
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Allianz Se
|
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EntryPoint Capital, LLC
|
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PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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GPS Wealth Strategies Group, LLC
|
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Capital International Sarl
|
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Norman Fields, Gottscho Capital Management, LLC
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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Spire Wealth Management
|
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Threadgill Financial, Llc
|
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
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Arizona State Retirement System
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Healthcare Of Ontario Pension Plan Trust Fund
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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Cyndeo Wealth Partners, LLC
|
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|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Knuff & Co LLC
|
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|
D.a. Davidson & Co.
|
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|
Crossmark Global Holdings, Inc.
|
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|
Lakeshore Financial Planning, Inc.
|
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ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
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American Capital Advisory, LLC
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