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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
|
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|
Bogart Wealth, LLC
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
|
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|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Harris Associates L P
|
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|
McIlrath & Eck, LLC
|
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Quantbot Technologies LP
|
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KROP - Global X Funds - Global X AgTech & Food Innovation ETF
|
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|
DRW Securities, LLC
|
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|
Metis Global Partners, LLC
|
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Walnut Level Capital LLC
|
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Sterling Capital Management LLC
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Rsm Us Wealth Management Llc
|
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Point72 Asset Management, L.P.
|
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Avantax Advisory Services, Inc.
|
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VMIDX - VALIC Co I - Mid Cap Index Fund
|
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Financial Management Professionals, Inc.
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Rafferty Asset Management, LLC
|
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Neo Ivy Capital Management
|
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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D.a. Davidson & Co.
|
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ABASX - AB TRUST - AB Discovery Value Fund Class A
|
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Meeder Asset Management Inc
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Forum Financial Management, LP
|
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Police & Firemen's Retirement System of New Jersey
|
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Mv Capital Management, Inc.
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Tower Research Capital LLC (TRC)
|
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Golden State Wealth Management, LLC
|
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
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|
Cubist Systematic Strategies, LLC
|
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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|
|
American Capital Advisory, LLC
|
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|
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A
|
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Cresset Asset Management, LLC
|
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|
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|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
|
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|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
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|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
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|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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Resona Asset Management Co.,Ltd.
|
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Transcend Wealth Collective, Llc
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
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|
|
Profunds - Profund Vp Ultramid-cap
|
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|
ABVAX - AB TRUST - AB Value Fund Class A
|
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|
Brinker Capital Investments, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Mission Wealth Management, Lp
|
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|
CVA Family Office, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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|
LGT Financial Advisors LLC
|
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|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
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APG Asset Management N.V.
|
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|
Gabelli Equity Trust Inc
|
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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|
Gateway Investment Advisers Llc
|
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|
Optas, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
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|
Truvestments Capital Llc
|
|
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|
Bangor Savings Bank
|
|
|
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ASR Vermogensbeheer N.V.
|
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FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
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|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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|
Truist Financial Corp
|
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|
Riggs Asset Managment Co. Inc.
|
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|
|
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Stifel Financial Corp
|
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|
Pnc Financial Services Group, Inc.
|
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|
UMA Financial Services, Inc.
|
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|
LPL Financial LLC
|
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|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
IVEG - iSHARES TRUST - iShares Emergent Food and AgTech Multisector ETF
|
|
|
|
|
|
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Bessemer Group Inc
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Swiss National Bank
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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|
|
|
|
Voleon Capital Management Lp
|
|
|
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|
Ensign Peak Advisors, Inc
|
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NOIAX - Natixis Funds Trust I - Natixis Oakmark International Fund Class A
|
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|
Indiana Trust & Investment Management CO
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Jones Financial Companies Lllp
|
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Regions Financial Corp
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
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|
|
Sei Investments Co
|
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|
180 Wealth Advisors, Llc
|
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Polianta Ltd
|
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RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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State Street Corp
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Glenmede Trust Co Na
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Cloverfields Capital Group, Lp
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Bfsg, Llc
|
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TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
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CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares
|
|
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|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A
|
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Seelaus Asset Management LLC
|
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|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
LYRWX - Ultimus Managers Trust - Lyrical International Value Equity Fund Institutional Class
|
|
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|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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|
|
Impax Asset Management Group plc
|
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|
Everence Capital Management Inc
|
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Janus Henderson Group Plc
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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Raleigh Capital Management Inc.
|
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LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
|
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|
Huntington National Bank
|
|
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|
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|
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
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|
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB
|
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Kinneret Advisory, LLC
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Bank of New York Mellon Corp
|
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Callan Family Office, LLC
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
Advantage Trust Co
|
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|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
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|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
Clearbridge Investments, LLC
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Virtu Financial LLC
|
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
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|
Altrius Capital Management Inc
|
|
|
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|
|
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
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|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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|
Bruce G. Allen Investments, LLC
|
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|
Jane Street Group, Llc
|
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|
Deutsche Bank Ag\
|
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BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
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|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
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|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
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|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
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|
|
Deseret Mutual Benefit Administrators
|
|
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|
Old National Bancorp /in/
|
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|
Mutual Of America Capital Management Llc
|
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|
Ostrum Asset Management
|
|
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|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Blue Door Asset Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Value Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Voss Capital, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
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Brighthouse Funds Trust I - Harris Oakmark International Portfolio Class A
|
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|
|
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|
Integrated Wealth Concepts LLC
|
|
|
|
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|
Wellington Management Group Llp
|
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|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
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|
Strs Ohio
|
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|
CENTRAL TRUST Co
|
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|
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Ai Financial Services Llc
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
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|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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|
Geneos Wealth Management Inc.
|
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|
State of Tennessee, Treasury Department
|
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AustralianSuper Pty Ltd
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
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Cetera Investment Advisers
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
Glen Eagle Advisors, LLC
|
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|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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|
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|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y
|
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|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
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|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
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|
Nuveen, LLC
|
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Vestcor Inc
|
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Lindbrook Capital, Llc
|
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Signaturefd, Llc
|
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Nbc Securities, Inc.
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
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|
Graypoint LLC
|
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class
|
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Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1
|
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NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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Bell Investment Advisors, Inc
|
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
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Nebula Research & Development LLC
|
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Transamerica Financial Advisors, Inc.
|
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Massachusetts Financial Services Co /ma/
|
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Orion Portfolio Solutions, LLC
|
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Private Advisor Group, LLC
|
|
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MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
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|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Fmr Llc
|
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Cambiar Investors Llc
|
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Ronald Blue Trust, Inc.
|
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|
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I
|
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|
Creative Planning
|
|
|
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|
Russell Investments Group, Ltd.
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Farringdon Capital, Ltd.
|
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|
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IFP Advisors, Inc
|
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FTAG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Agriculture ETF
|
|
|
|
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|
Intech Investment Management Llc
|
|
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|
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|
Southeastern Asset Management Inc/tn/
|
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ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
|
|
|
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|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
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|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
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|
ExodusPoint Capital Management, LP
|
|
|
|
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|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Hunting Hill Global Capital, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
ARTKX - ARTISAN PARTNERS FUNDS INC - Artisan International Value Fund Investor Shares
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Trium Capital LLP
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
DME Capital Management, LP
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
VEGI - iShares, Inc. - iShares MSCI Global Agriculture Producers ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Anchor Capital Advisors Llc
|
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|
KBC Group NV
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Barings Llc
|
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|
Machina Capital S.a.s.
|
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|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
Regents Gate Capital LLP
|
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
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|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
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|
|
American Century Companies Inc
|
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|
Manning & Napier Advisors Llc
|
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Manchester Capital Management LLC
|
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BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Paradoxiom Capital L.P.
|
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|
Parkworth Wealth Management, Inc.
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
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|
WPG Advisers, LLC
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Investment Management Corp of Ontario
|
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Spire Wealth Management
|
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Applied Capital LLC/FL
|
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Legal & General Group Plc
|
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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|
Stephens Consulting, LLC
|
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|
Empowered Funds, LLC
|
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|
Cowa, Llc
|
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Murphy Pohlad Asset Management LLC
|
|
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|
Norges Bank
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Principal Securities, Inc.
|
|
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|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
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|
|
|
Qube Research & Technologies Ltd
|
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|
Addison Advisors LLC
|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
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|
Stone House Investment Management, LLC
|
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|
Rothschild Investment Llc
|
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|
Hartland & Co., LLC
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
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|
HighTower Advisors, LLC
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Umb Bank N A/mo
|
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|
Bare Financial Services, Inc
|
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|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A
|
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Canada Pension Plan Investment Board
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
Merit Financial Group, LLC
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
|
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Central Pacific Bank - Trust Division
|
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
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|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
ABIAX - AB TRUST - AB International Value Fund Class A
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
TB Alternative Assets Ltd.
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
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QCVAX - Clearwater Investment Trust - Clearwater International Fund
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Essex Financial Services, Inc.
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MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class
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Raymond James Financial Inc
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S&t Bank/pa
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Invst, LLC
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Trinity Street Asset Management LLP
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Glenmede Investment Management, LP
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
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SBI Securities Co., Ltd.
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Yousif Capital Management, Llc
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
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SRS Capital Advisors, Inc.
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First Trust Advisors Lp
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TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund
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Assenagon Asset Management S.A.
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Covestor Ltd
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Credit Agricole S A
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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Van Eck Associates Corp
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AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class
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Mariner, LLC
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RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
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Profunds - Profund Vp Mid-cap Value
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Larson Financial Group LLC
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
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DAVENPORT & Co LLC
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Lombard Odier Asset Management (Europe) Ltd
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Prudential Plc
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Bnp Paribas Arbitrage, Sa
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OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
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American Trust
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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HFM Investment Advisors, LLC
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GeoWealth Management, LLC
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Bank Of America Corp /de/
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Aigen Investment Management, Lp
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SageView Advisory Group, LLC
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IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
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Wolverine Trading, Llc
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Oppenheimer & Close, LLC
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Greenwood Capital Associates Llc
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Gabelli Utility Trust
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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Gamco Investors, Inc. Et Al
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Creekmur Asset Management LLC
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ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class
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Royal London Asset Management Ltd
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Generali Asset Management SPA SGR
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Gamco Natural Resources, Gold & Income Trust
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Independent Advisor Alliance
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
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MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
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Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
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Trust Co Of Vermont
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
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Park Avenue Securities Llc
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AdvisorNet Financial, Inc
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RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Country Trust Bank
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Klp Kapitalforvaltning As
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Kempen Capital Management N.v.
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Citigroup Inc
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Jaffetilchin Investment Partners, LLC
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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CoreCap Advisors, LLC
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Caisse Des Depots Et Consignations
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Hsbc Holdings Plc
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Aqr Capital Management Llc
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
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State Board Of Administration Of Florida Retirement System
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Snowden Capital Advisors LLC
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Royal Bank Of Canada
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QSM Asset Management Ltd
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Bank Of Nova Scotia
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Steward Partners Investment Advisory, Llc
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A
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BTC Capital Management, Inc.
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
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Kessler Investment Group, LLC
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MAI Capital Management
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