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UBS Group AG
|
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Vinva Investment Management Ltd
|
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|
California Public Employees Retirement System
|
|
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
Logan Capital Management Inc
|
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|
GWM Advisors LLC
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
B. Metzler seel. Sohn & Co. AG
|
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Voloridge Investment Management, Llc
|
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GHP Investment Advisors, Inc.
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|
First Horizon Advisors, Inc.
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Bayforest Capital Ltd
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
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|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
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|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Natixis
|
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Atria Investments Llc
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JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
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Investment Management Corp of Ontario
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Capitolis Liquid Global Markets LLC
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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GCM Grosvenor Holdings, LLC
|
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Prudential Financial Inc
|
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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|
Distillate Capital Partners LLC
|
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Fmr Llc
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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Teacher Retirement System Of Texas
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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Mediolanum International Funds Ltd
|
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|
SBI Securities Co., Ltd.
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Merit Financial Group, LLC
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Coastline Trust Co
|
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Mizuho Securities Usa Llc
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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Versant Capital Management, Inc
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Chiron Capital Management, Llc
|
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Goodman Financial Corp
|
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Wedge Capital Management L L P/nc
|
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Rafferty Asset Management, LLC
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
North Star Asset Management Inc
|
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Goldman Sachs Group Inc
|
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Liberty All Star Equity Fund
|
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|
Argyle Capital Management Inc.
|
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Oppenheimer Asset Management Inc.
|
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1620 Investment Advisors, Inc.
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Jpmorgan Chase & Co
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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aeris Capital Holding GmbH
|
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Lindbrook Capital, Llc
|
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Commerce Bank
|
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Red Spruce Capital, LLC
|
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Greenhouse Funds LLLP
|
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Ieq Capital, Llc
|
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Brown Brothers Harriman & Co
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Legacy Wealth Asset Management, LLC
|
|
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Profunds - Profund Vp Large-cap Value
|
|
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
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|
MetLife Investment Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
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|
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
|
|
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|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
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|
Landscape Capital Management, L.l.c.
|
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|
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|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
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Coho Partners, Ltd.
|
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Altshuler Shaham Ltd
|
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|
|
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|
Geneos Wealth Management Inc.
|
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
First National Trust Co
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
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|
Hrt Financial Lp
|
|
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|
AMG National Trust Bank
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Utah Retirement Systems
|
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|
Boston Partners
|
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DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
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|
Buckingham Strategic Partners
|
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|
Standard Life Aberdeen plc
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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|
Cullen/frost Bankers, Inc.
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Mml Investors Services, Llc
|
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Romano Brothers And Company
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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OneAscent Investment Solutions LLC
|
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Balyasny Asset Management Llc
|
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Public Sector Pension Investment Board
|
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SRS Capital Advisors, Inc.
|
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Integras Partners LLC
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
|
Arrowstreet Capital, Limited Partnership
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
Kestra Investment Management, LLC
|
|
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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|
Byrne Asset Management LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
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|
Invesco Ltd.
|
|
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|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
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|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
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Optimize Financial Inc
|
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DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
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|
|
Aviso Financial Inc.
|
|
|
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|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
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|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
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|
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
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|
BancorpSouth Bank
|
|
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|
IFP Advisors, Inc
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
New York Life Investment Management Llc
|
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|
Dean Capital Management
|
|
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|
Change Path, LLC
|
|
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Lyrical Asset Management Lp
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Stanley Capital Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Godsey & Gibb Associates
|
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LPL Financial LLC
|
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VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
|
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|
Portman Square Capital LLP
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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Harbor Investment Advisory, Llc
|
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Wedmont Private Capital
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
RFG Advisory, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class
|
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Independence Asset Advisors, LLC
|
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CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
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Asset Management One Co., Ltd.
|
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Parallax Volatility Advisers, L.P.
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Boyar Asset Management Inc.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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Traub Capital Management LLC
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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Limestone Investment Advisors LP
|
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WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Qube Research & Technologies Ltd
|
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|
Financial Guidance Group, Inc.
|
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Steward Partners Investment Advisory, Llc
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
Horizon Investments, LLC
|
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National Bank Of Canada /fi/
|
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|
Qrg Capital Management, Inc.
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Dean Investment Associates, Llc
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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J. Goldman & Co LP
|
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Charles Schwab Investment Management Inc
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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Advisor Group Holdings, Inc.
|
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Securian Asset Management, Inc
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Kentucky Retirement Systems
|
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WPG Advisers, LLC
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Eastern Bank
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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Twin Capital Management Inc
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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Profunds - Profund Vp Bull
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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|
Truvestments Capital Llc
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
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|
Anchor Investment Management, LLC
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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Oak Associates Ltd /oh/
|
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Ameritas Investment Partners, Inc.
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
MTM Investment Management, LLC
|
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|
Mizuho Securities Usa Llc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
NewSquare Capital LLC
|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
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|
National Pension Service
|
|
|
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|
|
Chicago Capital, LLC
|
|
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|
State Of Wisconsin Investment Board
|
|
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|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
|
|
|
|
|
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
FINX - Global X Funds - Global X FinTech ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Westfield Capital Management Co Lp
|
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Zwj Investment Counsel Inc
|
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Noble Wealth Management PBC
|
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HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
|
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|
Southeast Asset Advisors Inc.
|
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|
111 Capital
|
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Private Advisor Group, LLC
|
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Malaga Cove Capital, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Arlington Trust Co LLC
|
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|
Callahan Advisors, LLC
|
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Ci Investments Inc.
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Moore Capital Management, Lp
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Park Avenue Securities Llc
|
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GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
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|
Balanced Rock Investment Advisor
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
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|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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Brandywine Global Investment Management, LLC
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BRYN MAWR TRUST Co
|
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Newbridge Financial Services Group, Inc.
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SWAN Capital LLC
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Invst, LLC
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Resona Asset Management Co.,Ltd.
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Allianz Asset Management GmbH
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DRW Securities, LLC
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LRI Investments, LLC
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Allworth Financial LP
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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Erste Asset Management GmbH
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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Twinbeech Capital Lp
|
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EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
Profund Advisors Llc
|
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
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Prudential Plc
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Dempze Nancy E
|
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Group One Trading, L.p.
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Aqr Capital Management Llc
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Perigon Wealth Management, LLC
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Red Door Wealth Management, LLC
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
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SCS Capital Management LLC
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
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Franklin Resources Inc
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Rossby Financial, LCC
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Sequoia Financial Advisors, LLC
|
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Marco Investment Management Llc
|
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Xponance, Inc.
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Huntington National Bank
|
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Algebris (uk) Ltd
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
Park Place Capital Corp
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Ubs Asset Management Americas Inc
|
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Mercer Global Advisors Inc /adv
|
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Edmp, Inc.
|
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BIP Alliance, LLC
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Nuveen, LLC
|
|
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Institutional Investment Strategy Fund
|
|
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|
Css Llc/il
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
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|
Rise Advisors, LLC
|
|
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|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
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|
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|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
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|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
CIBC Private Wealth Group, LLC
|
|
|
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|
MidWestOne Financial Group, Inc.
|
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Contour Asset Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Amplify ETF Trust - Amplify Mobile Payments ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Highland Global Allocation Fund
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
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Hantz Financial Services, Inc.
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Ceera Investments, Llc
|
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Dfa Investment Dimensions Group Inc - Va International Small Portfolio
|
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Factorial Partners, Llc
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Magnetar Financial LLC
|
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South Dakota Investment Council
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
HB Wealth Management, LLC
|
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|
Bell Investment Advisors, Inc
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Bokf, Na
|
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Forum Financial Management, LP
|
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Centennial Bank/AR/
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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|
DeepCurrents Investment Group LLC
|
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|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
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|
|
Forsta Ap-fonden
|
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|
Hm Payson & Co
|
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Smithfield Trust Co
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Mutual Of America Capital Management Llc
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Deltec Asset Management Llc
|
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Bridgefront Capital, LLC
|
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Stephens Consulting, LLC
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Pinnacle Bancorp, Inc.
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Private Trust Co Na
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Leavell Investment Management, Inc.
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Whittier Trust Co
|
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New York State Teachers Retirement System
|
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Bartlett & Co. Wealth Management Llc
|
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TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
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Am Investment Strategies Llc
|
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Allspring Global Investments Holdings, LLC
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Brevan Howard Capital Management LP
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
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CI Private Wealth, LLC
|
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Institute for Wealth Management, LLC.
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
Steamboat Capital Partners, LLC
|
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Traynor Capital Management, Inc.
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Westpac Banking Corp
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Versor Investments LP
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Thomasville National Bank
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Ogorek Anthony Joseph /ny/ /adv
|
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CIBC Asset Management Inc
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Pnc Financial Services Group, Inc.
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Formula Growth Ltd
|
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CBIZ Investment Advisory Services, LLC
|
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|
EP Wealth Advisors, Inc.
|
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FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
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|
Financial Network Wealth Advisors LLC
|
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
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|
Meiji Yasuda Life Insurance Co
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
Aurdan Capital Management, LLC
|
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Caxton Associates Llp
|
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Quest Partners LLC
|
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TFC Financial Management
|
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Banco Santander, S.A.
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Lazard Asset Management Llc
|
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MeadowBrook Investment Advisors LLC
|
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|
BIP Wealth, LLC
|
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|
Alpine Bank Wealth Management
|
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|
Harbour Investments, Inc.
|
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|
N.E.W. Advisory Services LLC
|
|
|
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|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
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|
Capital Advisors, Ltd. LLC
|
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|
M&t Bank Corp
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
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|
Texas Permanent School Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
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|
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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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|
Quadrant Capital Group Llc
|
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|
Lsv Asset Management
|
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|
Cibc World Markets Corp
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
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|
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|
Russell Investments Group, Ltd.
|
|
|
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|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
JISAX - John Hancock Funds II - International Small Company Fund Class NAV
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
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|
|
1832 Asset Management L.P.
|
|
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|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Dfa Investment Trust Co - The Continental Small Company Series
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A
|
|
|
|
|
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Resources Investment Advisors, LLC.
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TD Waterhouse Canada Inc.
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Patton Albertson Miller Group, Llc
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MCF Advisors LLC
|
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APG Asset Management N.V.
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Private Client Services, Llc
|
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Camelot Portfolios, LLC
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Manning & Napier Advisors Llc
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Callodine Capital Management, LP
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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Saudi Central Bank
|
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GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Reinhart Partners, Inc.
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Annis Gardner Whiting Capital Advisors, LLC
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
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Intech Investment Management Llc
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Principal Securities, Inc.
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Sachetta, LLC
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Sender Co & Partners, Inc.
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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Addison Advisors LLC
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AlphaCore Capital LLC
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
Legal & General Group Plc
|
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Hemington Wealth Management
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Stephens Inc /ar/
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
Financial Management Professionals, Inc.
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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V-Square Quantitative Management LLC
|
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Prana Capital Management, LP
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Sciencast Management LP
|
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Principal Financial Group Inc
|
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WealthTrak Capital Management LLC
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Guggenheim Capital Llc
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Blair William & Co/il
|
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|
Andra AP-fonden
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Athena Investment Management
|
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|
Guardian Wealth Management, Inc.
|
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|
Moody National Bank Trust Division
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
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|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Davis Asset Management, L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Estuary Capital Management LP
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
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Invenomic Capital Management LP
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Alps Advisors Inc
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Prescott Group Capital Management, L.l.c.
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Spdr S&p 500 Etf Trust
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POM Investment Strategies, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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Cerity Partners LLC
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
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Wealthfront Advisers Llc
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Twin Peaks Wealth Advisors, LLC
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
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Envestnet Asset Management Inc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Transce3nd, LLC
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Umb Bank N A/mo
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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Chevy Chase Trust Holdings, Inc.
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
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Natixis Advisors, L.p.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
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Burney Co/
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Walleye Trading LLC
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Bradley Foster & Sargent Inc/ct
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Blueshift Asset Management, LLC
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FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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CVAR - ETF Opportunities Trust - Cultivar ETF
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
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Federated Hermes, Inc.
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VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
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State of Alaska, Department of Revenue
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NorthCrest Asset Manangement, LLC
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
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COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
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DAVENPORT & Co LLC
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RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
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Covestor Ltd
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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Alliancebernstein L.p.
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Riverview Trust Co
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
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Hilltop National Bank
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Howard Hughes Medical Institute
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Key FInancial Inc
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Acap Strategic Fund
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
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Glenview Capital Management, Llc
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Pflug Koory, LLC
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IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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Icon Advisers Inc/co
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LVPIX - Profunds - Large-cap Value Profund Investor Class
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Wells Fargo & Company/mn
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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Atria Wealth Solutions, Inc.
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VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
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Gradient Investments LLC
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
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EBI - RBB Fund Trust - Longview Advantage ETF
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TARKX - Clark Fork Trust - Tarkio Fund
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Delta Financial Group, Inc.
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Simplex Trading, Llc
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FIL Ltd
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF
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Welch Group, LLC
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Whittier Trust Co Of Nevada Inc
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Value Holdings Management Co. Llc
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
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JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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Jump Financial, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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Manufacturers Life Insurance Company, The
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VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
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Glen Eagle Advisors, LLC
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OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
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Delta Global Management LP
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FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
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Baird Financial Group, Inc.
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Credit Agricole S A
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Wetherby Asset Management Inc
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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RFP Financial Group LLC
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Metis Global Partners, LLC
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Private Wealth Management Group, LLC
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Robeco Institutional Asset Management B.V.
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Pitcairn Co
|
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Nomura Holdings Inc
|
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Plato Investment Management Ltd
|
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Alberta Investment Management Corp
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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Global Frontier Investments LLC
|
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FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
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|
Lakewood Capital Management, Lp
|
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UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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Congress Wealth Management LLC / DE /
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Gw Henssler & Associates Ltd
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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Avantax Advisory Services, Inc.
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
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