|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Oak Thistle LLC
|
|
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ANTIPODES PARTNERS Ltd
|
|
|
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
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|
|
E Fund Management Co., Ltd.
|
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|
MRP Capital Investments, LLC
|
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|
Legacy Investment Solutions, LLC
|
|
|
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|
|
Chevy Chase Trust Holdings, Inc.
|
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|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
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|
|
Planning Directions Inc
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
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|
|
|
Sfmg, Llc
|
|
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|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
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|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
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|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
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|
CENTRAL TRUST Co
|
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|
First Trust Advisors Lp
|
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|
Toroso Investments, LLC
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
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|
Hilltop National Bank
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
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|
FineMark National Bank & Trust
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
|
Todd Asset Management Llc
|
|
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|
|
Central Pacific Bank - Trust Division
|
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|
|
CX Institutional
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
L1 Capital International Pty Ltd
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Kiltearn Partners LLP
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
PFM Health Sciences, LP
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
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S&co Inc
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Linden Thomas Advisory Services, LLC
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Detalus Advisors, LLC
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
Distillate Capital Partners LLC
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North Star Investment Management Corp.
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Quotient Wealth Partners, LLC
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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|
GWM Advisors LLC
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|
Valeo Financial Advisors, LLC
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|
Great Lakes Retirement, Inc.
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Victory Capital Management Inc
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Retirement Systems of Alabama
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Moneta Group Investment Advisors Llc
|
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
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|
Icon Advisers Inc/co
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Mitchell Capital Management Co
|
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T. Rowe Price Investment Management, Inc.
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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D. E. Shaw & Co., Inc.
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Empowered Funds, LLC
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AJ Advisors, LLC
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Hudson Bay Capital Management LP
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Wells Fargo & Company/mn
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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Advisors Asset Management, Inc.
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Ascent Group, LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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Cwm, Llc
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Blair William & Co/il
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Chase Investment Counsel Corp
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Tekla Healthcare Opportunities Fund
|
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Evolution Advisers, Inc.
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Aaron Wealth Advisors LLC
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ICONIQ Capital, LLC
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Tudor Investment Corp Et Al
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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Ameritas Advisory Services, LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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Kinneret Advisory, LLC
|
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Essex Savings Bank
|
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Walleye Trading LLC
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Harrell Investment Partners, Llc
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Prelude Capital Management, Llc
|
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VisionPoint Advisory Group, LLC
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BlackRock, Inc.
|
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SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
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Illinois Municipal Retirement Fund
|
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Chilton Investment Co Llc
|
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Citizens National Bank Trust Department
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Deutsche Bank Ag\
|
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Howard Capital Management Inc.
|
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Fortitude Family Office, LLC
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
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|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
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|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
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|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
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|
Kozak & Associates, Inc.
|
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Norges Bank
|
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IFP Advisors, Inc
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
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|
AssuredPartners Investment Advisors, LLC
|
|
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|
Salomon & Ludwin, LLC
|
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|
Hotchkis & Wiley Capital Management Llc
|
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
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|
Moors & Cabot, Inc.
|
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|
Thompson Investment Management, Inc.
|
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|
Boston Private Wealth Llc
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Larson Financial Group LLC
|
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|
Huntington National Bank
|
|
|
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|
CLARET ASSET MANAGEMENT Corp
|
|
|
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|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Lyrical Asset Management Lp
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Capital World Investors
|
|
|
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Carl P. Sherr & Co., LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
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|
Bank Of Montreal /can/
|
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|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
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|
CAPROCK Group, Inc.
|
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|
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
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|
|
GW&K Investment Management, LLC
|
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|
Proficio Capital Partners LLC
|
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|
True North Advisors, LLC
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
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|
Hgk Asset Management Inc
|
|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
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|
Resolute Wealth Strategies, LLC
|
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Profunds - Profund Vp Large-cap Growth
|
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|
Hemington Wealth Management
|
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|
IHT Wealth Management, LLC
|
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|
Lake Street Financial Llc
|
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|
Baron Wealth Management LLC
|
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|
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|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Calamos Advisors LLC
|
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Institute for Wealth Management, LLC.
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Westshore Wealth, LLC
|
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|
|
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JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
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|
|
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|
Marcum Wealth, LLC
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
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|
|
|
|
Bradley Foster & Sargent Inc/ct
|
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|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
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|
Kestra Private Wealth Services, Llc
|
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Lazard Asset Management Llc
|
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Prairie Wealth Advisors, Inc.
|
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Waverton Investment Management Ltd
|
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Financial Network Wealth Management LLC
|
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NewSquare Capital LLC
|
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Regions Financial Corp
|
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Lee Danner & Bass Inc
|
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|
WPG Advisers, LLC
|
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Wealth Enhancement Advisory Services, Llc
|
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|
Forum Financial Management, LP
|
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Cercano Management LLC
|
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|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Td Asset Management Inc
|
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|
Ameriflex Group, Inc.
|
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|
Colonial Trust Co / SC
|
|
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|
Beacon Capital Management, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
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|
|
Federated Hermes, Inc.
|
|
|
|
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Franklin Resources Inc
|
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|
|
Equitable Trust Co
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
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|
|
|
Brookstone Capital Management
|
|
|
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|
|
F/M Investments LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Abrams Bison Investments, Llc
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Eversept Partners, LP
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
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|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
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|
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|
Twin Tree Management, LP
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Tuttle Tactical Management LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
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|
Trust Co Of Toledo Na /oh/
|
|
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|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Formula Growth Ltd
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
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|
|
Sunpointe, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Gobi Capital Llc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
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|
RB Capital Management, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
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|
|
Quantinno Capital Management LP
|
|
|
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|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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|
|
First Merchants Corp
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
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|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Hantz Financial Services, Inc.
|
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Boston Partners
|
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Quadrant Capital Group Llc
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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|
Viking Global Investors Lp
|
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HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
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|
Cidel Asset Management Inc
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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|
Commerce Bank
|
|
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|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
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|
Advisor OS, LLC
|
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|
Thompson Siegel & Walmsley Llc
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
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|
Capital Investment Advisory Services, LLC
|
|
|
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|
Standard Life Aberdeen plc
|
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Gf Fund Management Co. Ltd.
|
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STRV - EA Series Trust - Strive 500 ETF
|
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|
|
Crawford Investment Counsel Inc
|
|
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|
|
|
Invera Wealth Advisors, LLC
|
|
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|
PFG Advisors
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
AMID - EA Series Trust - Argent Mid Cap ETF
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
AllGen Financial Advisors, Inc.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Iron Triangle Partners LP
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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Horizon Family Wealth, Inc.
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Vanguard Group Inc
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ABIG - EA Series Trust - Argent Large Cap ETF
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Cubist Systematic Strategies, LLC
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Ballentine Partners, LLC
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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AE Wealth Management LLC
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Avantax Advisory Services, Inc.
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
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Ontario Teachers Pension Plan Board
|
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Waterloo Capital, L.P.
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Nomura Asset Management Co Ltd
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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Cambridge Investment Research Advisors, Inc.
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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Key FInancial Inc
|
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Congress Wealth Management LLC / DE /
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Janney Montgomery Scott LLC
|
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Motley Fool Asset Management LLC
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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Capstone Investment Advisors, Llc
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Howard Hughes Medical Institute
|
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Longview Partners (Guernsey) LTD
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
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HB Wealth Management, LLC
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Barclays Plc
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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KRMA - Global X Funds - Global X Conscious Companies ETF
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Concord Wealth Partners
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Royal London Asset Management Ltd
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Global Retirement Partners, LLC
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Hallmark Capital Management Inc
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State Board Of Administration Of Florida Retirement System
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Proquility Private Wealth Partners, LLC
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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Jefferies Financial Group Inc.
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Qrg Capital Management, Inc.
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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Adviser Investments LLC
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Parallel Advisors, LLC
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Sather Financial Group Inc
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DekaBank Deutsche Girozentrale
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Conning Inc.
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
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PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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NJ State Employees Deferred Compensation Plan
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Erste Asset Management GmbH
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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Amalgamated Bank
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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University Of Texas/texas Am Investment Managment Co
|
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Nuveen, LLC
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Woodline Partners LP
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PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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Spdr S&p 500 Etf Trust
|
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Captrust Financial Advisors
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Gray Private Wealth, LLC
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Abdiel Capital Advisors, LP
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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Arizona State Retirement System
|
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FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Envestnet Asset Management Inc
|
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Banque Cantonale Vaudoise
|
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Securian Asset Management, Inc
|
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Simplicity Wealth,LLC
|
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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|
Scotia Capital Inc.
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
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|
Utah Retirement Systems
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
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|
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|
Mutual Of America Capital Management Llc
|
|
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|
Iron Financial, LLC
|
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
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|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Pentwater Capital Management LP
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
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Turtle Creek Wealth Advisors, LLC
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Parkworth Wealth Management, Inc.
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Gamco Investors, Inc. Et Al
|
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Susquehanna Fundamental Investments, Llc
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Profund Advisors Llc
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Buckingham Strategic Partners
|
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Apollo Management Holdings, L.P.
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Baird Financial Group, Inc.
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Midland Wealth Advisors Llc
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Umb Bank N A/mo
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Delta Accumulation, LLC
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Manchester Financial Inc
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Gabelli Dividend & Income Trust
|
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RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
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Tocqueville Asset Management L.p.
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TFB Advisors LLC
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AMF Pensionsforsakring AB
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund
|
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Country Trust Bank
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Natixis
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Enterprise Financial Services Corp
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KPP Advisory Services LLC
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Challenger Wealth Management
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Rhumbline Advisers
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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EP Wealth Advisors, Inc.
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Resources Investment Advisors, LLC.
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Quest Partners LLC
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Versant Capital Management, Inc
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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Group One Trading, L.p.
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Claudia M.p. Batlle, Crp (r) Llc
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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Harris Associates L P
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Elevatus Welath Management
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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Xponance, Inc.
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Investidor Profissional Gestao de Recursos Ltda.
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TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
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Ag2r La Mondiale Gestion D'actifs
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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Synovus Financial Corp
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Geneos Wealth Management Inc.
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Rehmann Capital Advisory Group
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Aster Capital Management (DIFC) Ltd
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Glassy Mountain Advisors, Inc.
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Pure Financial Advisors, Inc.
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CoreCap Advisors, LLC
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Binnacle Investments Inc
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Hartford Investment Management Co
|
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DiNuzzo Private Wealth, Inc.
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Symphony Financial, Ltd. Co.
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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Capital Advisors Inc/ok
|
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Seven Springs Wealth Group, LLC
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Schonfeld Strategic Advisors LLC
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
Scientech Research LLC
|
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|
Certified Advisory Corp
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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KBC Group NV
|
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|
Toth Financial Advisory Corp
|
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Manchester Capital Management LLC
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
Auxano Advisors, LLC
|
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Dagco, Inc.
|
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ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Blume Capital Management, Inc.
|
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Ulland Investment Advisors, LLC
|
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Sierra Ocean, Llc
|
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Onefund, Llc
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Canandaigua National Trust Co of Florida
|
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|
Ifrah Financial Services, Inc.
|
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|
Alamar Capital Management, LLC
|
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|
Prescott Group Capital Management, L.l.c.
|
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|
Texas Permanent School Fund
|
|
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
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|
|
Allworth Financial LP
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
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|
AustralianSuper Pty Ltd
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Cryder Capital Partners LLP
|
|
|
|
|
|
Hound Partners, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Value Star Asset Management (Hong Kong) Ltd
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
BloombergSen Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Metropolis Capital Ltd
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
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|
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|
Drive Wealth Management, Llc
|
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|
Financial Advisory Service, Inc.
|
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|
Handelsbanken Fonder AB
|
|
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|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
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|
Robbins Farley Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Leuthold Group, Llc
|
|
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|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
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|
|
Hudson Canyon Capital Management
|
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|
Kuhn & Co Investment Counsel
|
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|
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|
Lawson Kroeker Investment Management Inc/ne
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|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
M&t Bank Corp
|
|
|
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|
Cornerstone Total Return Fund Inc
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Sig Brokerage, Lp
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Childress Capital Advisors, Llc
|
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|
Principia Wealth Advisory, LLC
|
|
|
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|
Belpointe Asset Management LLC
|
|
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|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
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|
Security National Bank
|
|
|
|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
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|
Centre Asset Management, LLC
|
|
|
|
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|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Ci Investments Inc.
|
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Yarbrough Capital, LLC
|
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|
Fortem Financial Group, Llc
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
|
|
|
AlphaCore Capital LLC
|
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|
Maryland State Retirement & Pension System
|
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|
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|
State Of Michigan Retirement System
|
|
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|
Scissortail Wealth Management, LLC
|
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|
Wood Tarver Financial Group, LLC
|
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|
IMC-Chicago, LLC
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
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|
Two Sigma Securities, Llc
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
Trust Co Of Vermont
|
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Strategic Planning Group, Llc
|
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
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|
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|
OMERS ADMINISTRATION Corp
|
|
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Meiji Yasuda Life Insurance Co
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF
|
|
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|
|
Burney Co/
|
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|
Engineers Gate Manager LP
|
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Old National Bancorp /in/
|
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Zurich Insurance Group Ltd/FI
|
|
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|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
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|
Public Investment Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Darsana Capital Partners LP
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Dixon Mitchell Investment Counsel Inc.
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ORG Wealth Partners, LLC
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Signature Resources Capital Management, LLC
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Dogwood Wealth Management LLC
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Moss Adams Wealth Advisors LLC
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Mml Investors Services, Llc
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Creekmur Asset Management LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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COMMERCE FUNDS - The MidCap Value Fund Shares
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Pinnacle Financial Partners Inc
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Boyd Watterson Asset Management Llc/oh
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Amundi
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Squarepoint Ops LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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Western Wealth Management, LLC
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Redwood Park Advisors LLC
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Brookwood Investment Group LLC
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Kesler, Norman & Wride, LLC
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Oliver Luxxe Assets LLC
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Qube Research & Technologies Ltd
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Amplify ETF Trust - Amplify AI Powered Equity ETF
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California State Teachers Retirement System
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Twin Peaks Wealth Advisors, LLC
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Lido Advisors, LLC
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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Parallax Volatility Advisers, L.P.
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Toronto Dominion Bank
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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Advisory Services Network, LLC
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Vontobel Holding Ltd.
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Shell Asset Management Co
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Gabelli Funds Llc
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Silvercrest Asset Management Group Llc
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Bdf-gestion
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Metis Global Partners, LLC
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Allium Financial Advisors, Llc
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Hurley Capital, LLC
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Delos Wealth Advisors, LLC
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SC&H Financial Advisors, Inc.
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LST - Managed Portfolio Series - Leuthold Select Industries ETF
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Swiss National Bank
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Assenagon Asset Management S.A.
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Kera Capital Partners, Inc.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Dohj, Llc
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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Virginia Retirement Systems Et Al
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
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Strengthening Families & Communities, LLC
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
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SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
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Westwood Holdings Group Inc
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Kovitz Investment Group Partners, LLC
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Bellevue Group AG
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Shelton Capital Management
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LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
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Charles Schwab Investment Management Inc
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Lakeridge Wealth Management LLC
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State Of Wisconsin Investment Board
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Sandy Spring Bank
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O'shaughnessy Asset Management, Llc
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Transform Wealth, LLC
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TFC Financial Management
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Robeco Institutional Asset Management B.V.
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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CAP Partners, LLC
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Tairen Capital Ltd
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Ossiam
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Ccm Investment Group, Llc
|
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Cornercap Investment Counsel Inc
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Westend Capital Management LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Cyndeo Wealth Partners, LLC
|
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Fortis Capital Advisors, LLC
|
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Numerai GP LLC
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
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Private Wealth Management Group, LLC
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
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|
Golden State Wealth Management, LLC
|
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|
V-Square Quantitative Management LLC
|
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
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|
SageView Advisory Group, LLC
|
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HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
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|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
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|
|
Optas, LLC
|
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|
Reyes Financial Architecture, Inc.
|
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|
|
Cornerstone Wealth Group, LLC
|
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|
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|
Sage Investment Counsel LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Vista Investment Partners Llc
|
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
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|
|
Ethic Inc.
|
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|
|
Principal Securities, Inc.
|
|
|
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|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
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|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
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|
|
Seed Wealth Management, Inc.
|
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|
Empirical Finance, LLC
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Axa S.a.
|
|
|
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|
|
Whittier Trust Co
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Consulta Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
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|
Mufg Securities Americas Inc.
|
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|
denkapparat Operations GmbH
|
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|
