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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Optimum Investment Advisors
|
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Gabelli Funds Llc
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
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|
Prime Capital Investment Advisors, LLC
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|
Missouri Trust & Investment Co
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
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Kiker Wealth Management, LLC
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Harbour Investments, Inc.
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NewSquare Capital LLC
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Fieldview Capital Management, LLC
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Patton Fund Management, Inc.
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Pallas Capital Advisors LLC
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Candriam Luxembourg S.C.A.
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Palumbo Wealth Management LLC
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First Manhattan Co
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
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Norden Group Llc
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Beacon Pointe Advisors, LLC
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Vise Technologies, Inc.
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Penserra Capital Management LLC
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waypoint wealth counsel
|
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Avion Wealth
|
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Rise Advisors, LLC
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Baker Tilly Financial, Llc
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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Cresset Asset Management, LLC
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FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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Caldwell Securities, Inc
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Avestar Capital, LLC
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German American Bancorp, Inc.
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Oregon Public Employees Retirement Fund
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Sovereign Financial Group, Inc.
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First Trust Advisors Lp
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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Pacific Center for Financial Services
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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New Age Alpha Advisors, LLC
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Strategic Investment Solutions, Inc. /IL
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Mufg Securities Americas Inc.
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MBOVX - M FUND INC - M Large Cap Value Fund
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Denali Advisors Llc
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Banque Cantonale Vaudoise
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares
|
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Employees Retirement System of Texas
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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Valley Forge Investment Consultants Inc Adv
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Legacy Wealth Asset Management, LLC
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Bare Financial Services, Inc
|
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Parkside Financial Bank & Trust
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Frank, Rimerman Advisors LLC
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Winch Advisory Services, LLC
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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Ridgewood Investments LLC
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New Mexico Educational Retirement Board
|
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Anderson Hoagland & Co
|
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Tiaa Trust, National Association
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
Morningstar Investment Management LLC
|
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Capital Fund Management S.a.
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Plan Group Financial, LLC
|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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|
State Street Corp
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
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|
Camden Capital, LLC
|
|
|
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|
Canada Post Corp Registered Pension Plan
|
|
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|
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|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
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|
D.a. Davidson & Co.
|
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|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Point72 Italy, S.r.l.
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Dauntless Investment Group, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
CX Institutional
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
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|
Auxier Asset Management
|
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|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
|
Ronald Blue Trust, Inc.
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Burford Brothers, Inc.
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
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|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Clarity Asset Management, Inc.
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Legacy Financial Advisors, Inc.
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|
Cambridge Investment Research Advisors, Inc.
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Orion Capital Management LLC
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DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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Resonant Capital Advisors, LLC
|
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MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
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Total Investment Management Inc
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Bleakley Financial Group, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Simplicity Wealth,LLC
|
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Aaron Wealth Advisors LLC
|
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Larson Financial Group LLC
|
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|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
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|
Ballentine Partners, LLC
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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SOUTH STATE Corp
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Drive Wealth Management, Llc
|
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
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Evergreen Capital Management Llc
|
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Beaton Management Co. Inc.
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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Yousif Capital Management, Llc
|
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Atlantic Union Bankshares Corp
|
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Operose Advisors LLC
|
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Kilter Group LLC
|
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Ccm Investment Advisers Llc
|
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Signature Wealth Management Partners, LLC
|
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Deprince Race & Zollo Inc
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Westpac Banking Corp
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
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|
Intelligence Driven Advisers, LLC
|
|
|
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|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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|
Squarepoint Ops LLC
|
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|
Capital Advisors, Ltd. LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
SOA Wealth Advisors, LLC.
|
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Strengthening Families & Communities, LLC
|
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Ironwood Investment Management Llc
|
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Salem Investment Counselors Inc
|
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|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
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|
Clear Harbor Asset Management, LLC
|
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|
|
Ariadne Wealth Management, LP
|
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|
Brighton Jones Llc
|
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|
Vestcor Inc
|
|
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|
Voya Investment Management Llc
|
|
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|
Staley Capital Advisers Inc
|
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|
Global Trust Asset Management, LLC
|
|
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|
Old National Bancorp /in/
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Truffle Hound Capital, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Kentucky Retirement Systems
|
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Arnhold LLC
|
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Mission Wealth Management, Lp
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
Rakuten Securities, Inc.
|
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|
V-Square Quantitative Management LLC
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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SFG Wealth Management, LLC.
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Two Roads Shared Trust - Hypatia Women CEO ETF
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Asset Management One Co., Ltd.
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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NCM Capital Management, LLC
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Caisse De Depot Et Placement Du Quebec
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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Advisory Services Network, LLC
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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StoneX Group Inc.
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Bank Julius Baer & Co. Ltd, Zurich
|
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Voya Global Equity Dividend & Premium Opportunity Fund
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
Mayflower Financial Advisors, LLC
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Legend Financial Advisors, Inc.
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Police & Firemen's Retirement System of New Jersey
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RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
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Whipplewood Advisors, LLC
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
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SageView Advisory Group, LLC
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Natixis Advisors, L.p.
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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California State Teachers Retirement System
|
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Blair William & Co/il
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BOS Asset Management, LLC
|
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Vermillion Wealth Management, Inc.
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CIBC Asset Management Inc
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Motco
|
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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KBC Group NV
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Dogwood Wealth Management LLC
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Ubs Oconnor Llc
|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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Farmers & Merchants Investments Inc
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
OneAscent Wealth Management LLC
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
Alta Advisers Ltd
|
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
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|
Pnc Financial Services Group, Inc.
|
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|
Avantax Advisory Services, Inc.
|
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|
Investment Research & Advisory Group, Inc.
|
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Covestor Ltd
|
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Nbt Bank N A /ny
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Integrated Wealth Concepts LLC
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
Estabrook Capital Management
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
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|
N.E.W. Advisory Services LLC
|
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
New Millennium Group LLC
|
|
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|
CVA Family Office, LLC
|
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|
Hoey Investments, Inc
|
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|
Hopwood Financial Services, Inc.
|
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|
Creative Planning
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
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|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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|
|
|
Dakota Wealth Management
|
|
|
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|
Putney Financial Group LLC
|
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
AustralianSuper Pty Ltd
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Diker Management Llc
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Donald Smith & Co., Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
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|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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|
|
Oppenheimer Asset Management Inc.
|
|
|
|
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|
GPS Wealth Strategies Group, LLC
|
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|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
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|
Pflug Koory, LLC
|
|
|
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|
|
M&t Bank Corp
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
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|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
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|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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|
American Century Companies Inc
|
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|
|
Groupe la Francaise
|
|
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|
Aquatic Capital Management LLC
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
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|
Fullcircle Wealth Llc
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
MTM Investment Management, LLC
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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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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|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
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|
Versant Capital Management, Inc
|
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Guggenheim Capital Llc
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
North Capital, Inc.
|
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JBF Capital, Inc.
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Deutsche Bank Ag\
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
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|
Union Bancaire Privee, UBP SA
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
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|
Pinnacle Holdings, LLC
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
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|
State Board Of Administration Of Florida Retirement System
|
|
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|
Private Wealth Asset Management, LLC
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
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|
Zacks Investment Management
|
|
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|
Greenhouse Wealth Management, LLC
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
WPG Advisers, LLC
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
Nilsine Partners, LLC
|
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Massmutual Trust Co Fsb/adv
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Wolff Wiese Magana Llc
|
|
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Wetherby Asset Management Inc
|
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|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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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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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
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|
TFC Financial Management
|
|
|
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|
WestEnd Advisors, LLC
|
|
|
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|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
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Alliancebernstein L.p.
|
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Robeco Institutional Asset Management B.V.
|
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Turtle Creek Wealth Advisors, LLC
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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|
Wharton Business Group, LLC
|
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HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
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|
Aviva Plc
|
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ExodusPoint Capital Management, LP
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ICONIQ Capital, LLC
|
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Syverson Strege & Co
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
Varma Mutual Pension Insurance Co
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Stoneridge Investment Partners Llc
|
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Intact Investment Management Inc.
|
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Aster Capital Management (DIFC) Ltd
|
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Spdr S&p 500 Etf Trust
|
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|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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|
Hancock Prospecting Pty Ltd
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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|
Prelude Capital Management, Llc
|
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Howard Capital Management Inc.
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
Point72 (DIFC) Ltd
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Ar Asset Management Inc
|
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|
Commonwealth Equity Services, Llc
|
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Nbc Securities, Inc.
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
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|
Keebeck Alpha, LP
|
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Capital Investment Advisors, LLC
|
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Stamos Capital Partners, L.p.
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
New England Capital Financial Advisors LLC
|
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|
DnB Asset Management AS
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Strategic Wealth Partners, Ltd.
|
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Brinker Capital Investments, LLC
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Victory Capital Management Inc
|
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Maseco Llp
|
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Cornerstone Planning Group LLC
|
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Archer Investment Corp
|
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Waterloo Capital, L.P.
|
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TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Bank of New York Mellon Corp
|
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|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
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|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
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|
Erste Asset Management GmbH
|
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|
Schroder Investment Management Group
|
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Weiss Asset Management LP
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
Global Retirement Partners, LLC
|
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|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
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|
DecisionPoint Financial, LLC
|
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|
Ieq Capital, Llc
|
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|
Fortitude Family Office, LLC
|
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
Wealthfront Advisers Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
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|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
ACR Alpine Capital Research, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
AUERX - Unified Series Trust - Auer Growth Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Bessemer Group Inc
|
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|
Pictet Asset Management Holding SA
|
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|
Van Eck Associates Corp
|
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|
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|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
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|
|
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|
Cibc World Markets Corp
|
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|
Tevis Investment Management
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Meitav Dash Investments Ltd
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|
Pure Portfolios Holdings Llc
|
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Geode Capital Management, Llc
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
|
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|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
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|
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
Dunhill Financial, LLC
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|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
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|
Blume Capital Management, Inc.
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
TruNorth Capital Management, LLC
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|
American Financial Group Inc
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Argonautica Private Wealth Management, Inc
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
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|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
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|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
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|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
Gamco Investors, Inc. Et Al
|
|
|
|
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|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
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|
Community Bank, N.A.
|
|
|
|
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|
Lbmc Investment Advisors, Llc
|
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|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
Cambria Investment Management, L.P.
|
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|
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|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
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|
Argyle Capital Management Inc.
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|
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
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|
Hantz Financial Services, Inc.
|
|
|
|
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|
State Of Michigan Retirement System
|
|
|
|
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|
Quantbot Technologies LP
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
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|
Transce3nd, LLC
|
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|
Connecticut Wealth Management, LLC
|
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|
High Note Wealth, LLC
|
|
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|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
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|
Mutual Advisors, LLC
|
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|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
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|
Parkworth Wealth Management, Inc.
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Greykasell Wealth Strategies, Inc.
|
|
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|
Financial Perspectives, Inc
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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|
Prospera Capital Management, LLC
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Dark Forest Capital Management Lp
|
|
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|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
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|
Intech Investment Management Llc
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
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|
SRS Capital Advisors, Inc.
|
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
Horizon Investments, LLC
|
|
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
MMCAP International Inc. SPC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
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|
|
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|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Twin Capital Management Inc
|
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|
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
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|
WealthTrust Axiom LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
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|
|
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|
MidWestOne Financial Group, Inc.
|
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|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
CacheTech Inc.
|
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Y-Intercept (Hong Kong) Ltd
|
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|
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|
Cooper Financial Group
|
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|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
Machina Capital S.a.s.
|
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|
Mackenzie Financial Corp
|
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Banco Santander, S.A.
|
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|
Sound Income Strategies, LLC
|
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Truvestments Capital Llc
|
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Transcend Wealth Collective, Llc
|
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|
|
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|
Two Sigma Advisers, Lp
|
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|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
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LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
|
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|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
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|
New Republic Capital, LLC
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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|
Mechanics Financial Corp
|
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|
Point72 Asset Management, L.P.
|
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|
DiNuzzo Private Wealth, Inc.
|
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State Of Wisconsin Investment Board
|
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Core Alternative Capital
|
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|
Cidel Asset Management Inc
|
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|
Morningstar Investment Services LLC
|
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Blackhawk Capital Partners LLC.
|
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|
Cetera Investment Advisers
|
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|
|
Virginia Retirement Systems Et Al
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Raymond James Financial Inc
|
|
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|
|
|
Cornerstone Advisors, LLC
|
|
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|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Whitebox Advisors Llc
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
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Hourglass Capital, Llc
|
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Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
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|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
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|
Garda Capital Partners Lp
|
|
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
Keybank National Association/oh
|
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|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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O'shaughnessy Asset Management, Llc
|
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|
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Lazard Asset Management Llc
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
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|
OMNI 360 Wealth, Inc.
|
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Linden Thomas Advisory Services, LLC
|
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Affinity Investment Advisors, Llc
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Kestra Private Wealth Services, Llc
|
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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Buckingham Strategic Partners
|
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Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
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|
Tritonpoint Wealth, Llc
|
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
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|
|
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
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|
Texas Permanent School Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
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|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
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Sandy Spring Bank
|
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Perbak Capital Partners LLP
|
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Unison Advisors LLC
|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
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Us Bancorp \de\
|
|
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|
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|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
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|
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Te Ahumairangi Investment Management Ltd
|
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GHP Investment Advisors, Inc.
|
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Warren Averett Asset Management, LLC
|
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FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Point72 Hong Kong Ltd
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Cassia Capital Partners, LLC
|
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|
Advisors Asset Management, Inc.
|
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Campbell & CO Investment Adviser LLC
|
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|
Skylands Capital, LLC
|
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|
Patient Capital Management, LLC
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
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|
ROSS\JOHNSON & Associates LLC
|
|
|
|
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|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
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|
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|
Eastern Bank
|
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
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|
Empirical Finance, LLC
|
|
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|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
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|
|
Range Financial Group LLC
|
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|
|
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|
Mutual Of America Capital Management Llc
|
|
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|
Financially Speaking Inc
|
|
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
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|
State of Wyoming
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Chou Associates Management Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
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Norges Bank
|
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Rothschild Investment Llc
|
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Y.D. More Investments Ltd
|
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
FIL Ltd
|
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|
National Pension Service
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Harbor Capital Advisors, Inc.
|
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Onefund, Llc
|
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Equitable Holdings, Inc.
|
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Thompson Investment Management, Inc.
|
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Institute for Wealth Management, LLC.
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Parallel Advisors, LLC
|
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Investment Management Corp /va/ /adv
|
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Barrett & Company, Inc.
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
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|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
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|
Creative Financial Designs Inc /adv
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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Waterfront Wealth Inc.
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University Of Texas/texas Am Investment Managment Co
|
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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Xponance, Inc.
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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BlueCrest Capital Management Ltd
|
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LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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First Hawaiian Bank
|
|
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|
Center for Financial Planning, Inc.
|
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Diversified Trust Co
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
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|
Western Pacific Wealth Management, LP
|
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Cubist Systematic Strategies, LLC
|
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|
Pinnacle Associates Ltd
|
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Hm Payson & Co
|
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Family Legacy, Inc.
|
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Reyes Financial Architecture, Inc.
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
BCJ Capital Management, LLC
|
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|
Oakworth Capital, Inc.
|
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Moors & Cabot, Inc.
|
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Sterneck Capital Management, LLC
|
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Independence Bank of Kentucky
|
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Smallwood Wealth Investment Management, LLC
|
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United Community Bank
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
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|
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|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
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|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
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|
|
Mirabella Financial Services Llp
|
|
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|
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|
Exchange Traded Concepts, Llc
|
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|
Nomura Asset Management Co Ltd
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Argent Trust Co
|
|
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|
|
Cetera Trust Company, N.A
|
|
|
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|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Ivy Lane Capital Management, Llc
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Kazazian Asset Management, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
