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Sumitomo Mitsui Trust Holdings, Inc.
|
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Arvest Investments, Inc.
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TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class
|
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|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
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|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
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|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Foundations Investment Advisors, LLC
|
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|
Envestnet Asset Management Inc
|
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|
Penserra Capital Management LLC
|
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Wolverine Trading, Llc
|
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Steward Partners Investment Advisory, Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Two Sigma Investments, Lp
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Skopos Labs, Inc.
|
|
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|
Nomura Holdings Inc
|
|
|
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PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
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|
Sterling Investment Advisors, Ltd.
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
HFM Investment Advisors, LLC
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Advisors Asset Management, Inc.
|
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Russell Investments Group, Ltd.
|
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Great West Life Assurance Co /can/
|
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
|
Natixis
|
|
|
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|
DAVENPORT & Co LLC
|
|
|
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Empowered Funds, LLC
|
|
|
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
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|
Rialto Wealth Management, LLC
|
|
|
|
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|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
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|
First Trust Advisors Lp
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
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|
St Germain D J Co Inc
|
|
|
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|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
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|
Vanguard Group Inc
|
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|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
Rhumbline Advisers
|
|
|
|
|
|
Sage Rhino Capital Llc
|
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|
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
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|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
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|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
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|
Yousif Capital Management, Llc
|
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|
|
Arvest Bank Trust Division
|
|
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|
|
|
Brinker Capital Investments, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
TFC Financial Management
|
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|
Hudson Bay Capital Management LP
|
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|
Palogic Value Management, L.P.
|
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|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
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|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
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Profunds - Profund Vp Mid-cap Value
|
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|
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|
California Public Employees Retirement System
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
GAMMA Investing LLC
|
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
|
|
|
Bessemer Group Inc
|
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Penbrook Management LLC
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Waterloo Capital, L.P.
|
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MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
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Northern Oak Wealth Management Inc
|
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Crescent Grove Advisors, LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Journey Strategic Wealth Llc
|
|
|
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|
Legacy Investment Solutions, LLC
|
|
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|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Brandywine Global Investment Management, LLC
|
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CIBC World Markets Inc.
|
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
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Aviva Plc
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
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Employees Retirement System of Texas
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
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|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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Estabrook Capital Management
|
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BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
|
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
State of Alaska, Department of Revenue
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
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Tradewinds Capital Management, LLC
|
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|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
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Capital Advisors, Ltd. LLC
|
|
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44 Wealth Management Llc
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Engineers Gate Manager LP
|
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Jupiter Asset Management Ltd
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Utah Retirement Systems
|
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Bay Harbor Wealth Management, LLC
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Schroder Investment Management Group
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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Country Trust Bank
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Amalgamated Bank
|
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Quest Partners LLC
|
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Gallagher Fiduciary Advisors, LLC
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ExodusPoint Capital Management, LP
|
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Horrell Capital Management, Inc.
|
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Public Employees Retirement Association Of Colorado
|
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Basswood Capital Management, L.l.c.
|
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Mount Yale Investment Advisors, LLC
|
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Jfs Wealth Advisors, Llc
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
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HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
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Susquehanna International Group, Llp
|
|
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PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
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CX Institutional
|
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|
Bank Of Montreal /can/
|
|
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FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
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|
Brave Warrior Advisors, LLC
|
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|
Arlington Trust Co LLC
|
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Trexquant Investment LP
|
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WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
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|
Palisade Capital Management Llc/nj
|
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Stephens Consulting, LLC
|
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|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
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|
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|
Ameritas Investment Partners, Inc.
|
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|
Lindbrook Capital, Llc
|
|
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|
|
|
Zacks Investment Management
|
|
|
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|
|
Private Wealth Management Group, LLC
|
|
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|
Kilter Group LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Tiff Advisory Services Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
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|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
PFSLX - PARADIGM FUNDS - Paradigm Select Fund
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
IMC-Chicago, LLC
|
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|
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LPL Financial LLC
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Trilogy Capital Inc.
|
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AustralianSuper Pty Ltd
|
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Affinity Investment Advisors, Llc
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
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|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
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|
Qube Research & Technologies Ltd
|
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|
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
Jefferies Financial Group Inc.
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
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|
Worldquant Millennium Advisors Llc
|
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|
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|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
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|
Hancock Whitney Corp
|
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OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
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Hsbc Holdings Plc
|
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NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
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|
Credit Agricole S A
|
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|
Cary Street Partners Financial Llc
|
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Ci Investments Inc.
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
Avantax Advisory Services, Inc.
|
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Invesco Ltd.
|
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Brown, Lisle/cummings, Inc.
|
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Ridgewood Investments LLC
|
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Net Worth Advisory Group
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
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|
Janus Henderson Group Plc
|
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|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
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|
WESPAC Advisors, LLC
|
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|
Benjamin Edwards Inc
|
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|
|
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|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
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|
Petrus Trust Company, LTA
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Colonial Trust Co / SC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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|
|
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|
Spears Abacus Advisors LLC
|
|
|
|
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|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
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|
Lynx Investment Advisory
|
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|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Daiwa Securities Group Inc.
|
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|
Ronald Blue Trust, Inc.
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Ameriflex Group, Inc.
|
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|
EP Wealth Advisors, Inc.
|
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|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
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|
Hunter Associates Investment Management Llc
|
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|
Cresset Asset Management, LLC
|
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|
Burney Co/
|
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|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
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|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Windacre Partnership Llc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Third Avenue Management Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Hahn Capital Management Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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Woodward Diversified Capital, Llc
|
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Parkside Financial Bank & Trust
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
Curat Global, LLC
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|
New York State Teachers Retirement System
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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TOWER TRUST & INVESTMENT Co
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Treasurer of the State of North Carolina
|
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Swiss National Bank
|
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National Bank Of Canada /fi/
|
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CVA Family Office, LLC
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Ubs Asset Management Americas Inc
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Cerity Partners LLC
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Hanlon Investment Management, Inc.
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Tredje AP-fonden
|
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VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
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|
Snowden Capital Advisors LLC
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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New York State Common Retirement Fund
|
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Old National Bancorp /in/
|
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Tudor Investment Corp Et Al
|
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Belpointe Asset Management LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Whittier Trust Co
|
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Neuberger Berman Group LLC
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Sound View Wealth Advisors Group, LLC
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Natixis Advisors, L.p.
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Illinois Municipal Retirement Fund
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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Jane Street Group, Llc
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CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares
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Police & Firemen's Retirement System of New Jersey
|
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Csenge Advisory Group
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Umb Bank N A/mo
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Integrated Wealth Concepts LLC
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Vontobel Holding Ltd.
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McIlrath & Eck, LLC
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Swedbank AB
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Harbour Investments, Inc.
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Vise Technologies, Inc.
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BI Asset Management Fondsmaeglerselskab A/S
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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Impact Partnership Wealth, LLC
|
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Financial Network Wealth Management LLC
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Atomi Financial Group, Inc.
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REAP Financial Group, LLC
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
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HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
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Sound Income Strategies, LLC
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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Unison Advisors LLC
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Prana Capital Management, LP
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Mml Investors Services, Llc
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Legal & General Group Plc
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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Checchi Capital Advisers, LLC
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Vestcor Inc
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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Shelton Capital Management
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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Confluence Wealth Services, Inc.
|
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Stifel Financial Corp
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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Van Hulzen Asset Management, LLC
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Franklin Resources Inc
|
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VBCVX - VALIC Co I - Systematic Value Fund
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Fortress Private Ledger, Llc
|
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Elo Mutual Pension Insurance Co
|
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|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
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|
State Of Wisconsin Investment Board
|
|
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|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
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|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
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|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
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|
Quaker Wealth Management, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Millennium Management Llc
|
|
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|
Essex Savings Bank
|
|
|
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|
Verity & Verity, LLC
|
|
|
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|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
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|
|
NDVR, Inc.
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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|
|
Profund Advisors Llc
|
|
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|
|
Lantz Financial LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
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|
|
Royal London Asset Management Ltd
|
|
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|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
JCP Investment Management, LLC
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Nixon Capital, LLC
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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Y-Intercept (Hong Kong) Ltd
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Horizon Investments, LLC
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Robertson Stephens Wealth Management, LLC
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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High Note Wealth, LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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Savant Capital, LLC
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Silvercrest Asset Management Group Llc
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
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Two Sigma Advisers, Lp
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Cable Hill Partners, LLC
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Ascent Group, LLC
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Philo Smith Capital Corp
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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Voya Investment Management Llc
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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Ameriprise Financial Inc
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MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
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AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
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Ancora Advisors, LLC
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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Cromwell Holdings LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
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Tompkins Financial Corp
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
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Ingalls & Snyder Llc
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Texas Permanent School Fund
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Kentucky Retirement Systems
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
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Prospera Financial Services Inc
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Dynamic Technology Lab Private Ltd
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IFM Investors Pty Ltd
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
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Jump Financial, LLC
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Gotham Asset Management, LLC
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GIMFX - GMO TRUST - GMO Implementation Fund
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Intech Investment Management Llc
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DekaBank Deutsche Girozentrale
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RBF Capital, LLC
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IAK - iSHARES TRUST - iShares U.S. Insurance ETF
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Crestwood Advisors Group LLC
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VEGN - ETF Series Solutions - US Vegan Climate ETF
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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Mitsubishi UFJ Trust & Banking Corp
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Charles Schwab Investment Management Inc
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Capital Advisors Wealth Management, LLC
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Jpmorgan Chase & Co
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Allspring Global Investments Holdings, LLC
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XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
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O'shaughnessy Asset Management, Llc
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
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PenderFund Capital Management Ltd.
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Barclays Plc
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
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FEGE - RBB Fund Trust - First Eagle Global Equity ETF
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
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St. Johns Investment Management Company, LLC
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Rafferty Asset Management, LLC
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Brighton Jones Llc
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Investors Asset Management Of Georgia Inc /ga/ /adv
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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Kingsview Wealth Management, LLC
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SJS Investment Consulting Inc.
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Man Group plc
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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Mn Services Vermogensbeheer B.V.
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L2 Asset Management, LLC
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
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True Wealth Design, LLC
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Abound Wealth Management
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Flagship Wealth Advisors, Llc
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Forum Financial Management, LP
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
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Wealth Preservation Advisors, LLC
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Park Square Financial Group, LLC
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FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
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Covestor Ltd
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CWA Asset Management Group, LLC
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Ritholtz Wealth Management
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
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Empower Advisory Group, LLC
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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USS Investment Management Ltd
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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Wealth Enhancement Advisory Services, Llc
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Deseret Mutual Benefit Administrators
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
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D.a. Davidson & Co.
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Creative Financial Designs Inc /adv
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Hartland & Co., LLC
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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Mutual Of America Capital Management Llc
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Ogorek Anthony Joseph /ny/ /adv
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Raleigh Capital Management Inc.
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CWS Financial Advisors, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Global Retirement Partners, LLC
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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Burns Matteson Capital Management, LLC
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Paradigm Capital Management Inc/ny
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Oppenheimer & Co Inc
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MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
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LRI Investments, LLC
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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Klp Kapitalforvaltning As
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Seeds Investor Llc
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SG Americas Securities, LLC
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TD Waterhouse Canada Inc.
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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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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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R Squared Ltd
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Kaizen Financial Strategies
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Bfsg, Llc
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Larson Financial Group LLC
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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Ethic Inc.
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Kennedy Capital Management, Inc.
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DnB Asset Management AS
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Cibc World Markets Corp
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Newbridge Financial Services Group, Inc.
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United Capital Financial Advisers, Llc
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
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Goldman Sachs Group Inc
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Twin Tree Management, LP
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
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Cornerstone Select Advisors, LLC
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Farther Finance Advisors, LLC
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Atlas Private Wealth Advisors
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Quantbot Technologies LP
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
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OMERS ADMINISTRATION Corp
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MAI Capital Management
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
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Mv Capital Management, Inc.
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United Asset Strategies, Inc.
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Atlantic Union Bankshares Corp
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Aster Capital Management (DIFC) Ltd
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Toronto Dominion Bank
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Salem Investment Counselors Inc
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Capital Investment Counsel, LLC
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Cooke & Bieler Lp
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Morgan Stanley
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Caxton Associates Llp
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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Boothbay Fund Management, Llc
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UMA Financial Services, Inc.
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Rossby Financial, LCC
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State Of Michigan Retirement System
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Teacher Retirement System Of Texas
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Hallmark Capital Management Inc
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DHJJ Financial Advisors, Ltd.
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BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
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Perpetual Ltd
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Alliancebernstein L.p.
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B. Metzler seel. Sohn & Co. AG
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VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
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Toroso Investments, LLC
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Pallas Capital Advisors LLC
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UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
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QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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State Board Of Administration Of Florida Retirement System
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Modern Wealth Management, LLC
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Fisher Asset Management, LLC
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Prudential Plc
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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Reinhart Partners, Inc.
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Siemens Fonds Invest GmbH
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
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RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
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GHP Investment Advisors, Inc.
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Atlas Capital Advisors Llc
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Nbc Securities, Inc.
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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Costello Asset Management, INC
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Bbr Partners, Llc
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Hudson Value Partners, LLC
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Avantra Family Wealth, Inc.
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Parallel Advisors, LLC
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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NewSquare Capital LLC
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Algert Global Llc
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EverSource Wealth Advisors, LLC
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Godsey & Gibb Associates
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Phillips Wealth Planners LLC
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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Bokf, Na
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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|
