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Center for Financial Planning, Inc.
|
|
|
|
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|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
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|
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Trust Co Of Toledo Na /oh/
|
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|
AE Wealth Management LLC
|
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Thrivent Financial For Lutherans
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
Foundations Investment Advisors, LLC
|
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Norges Bank
|
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Ameritas Investment Partners, Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
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|
Tower Research Capital LLC (TRC)
|
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|
Group One Trading, L.p.
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
TD Waterhouse Canada Inc.
|
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|
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|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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|
Retirement Investment Advisors, Inc.
|
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Cranbrook Wealth Management, LLC
|
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Connor, Clark & Lunn Investment Management Ltd.
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
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|
Wealth Alliance Advisory Group, LLC
|
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We Are One Seven, LLC
|
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First Horizon Advisors, Inc.
|
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Stephens Consulting, LLC
|
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|
McGowan Group Asset Management, Inc.
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Qrg Capital Management, Inc.
|
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Pacer Advisors, Inc.
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Sandy Spring Bank
|
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|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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|
IMA Wealth, Inc.
|
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Tectonic Advisors Llc
|
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Osborne Partners Capital Management, Llc
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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|
Jfs Wealth Advisors, Llc
|
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
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Mml Investors Services, Llc
|
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DT Investment Partners, LLC
|
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|
American Century Companies Inc
|
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
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|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
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|
Peapack Gladstone Financial Corp
|
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|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
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|
International Private Wealth Advisors LLC
|
|
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|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Key FInancial Inc
|
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|
Creative Planning
|
|
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
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|
Parkworth Wealth Management, Inc.
|
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
Great West Life Assurance Co /can/
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
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|
New Age Alpha Advisors, LLC
|
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|
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|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
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|
Sigma Planning Corp
|
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Point72 Asset Management, L.P.
|
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Arvest Bank Trust Division
|
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Balyasny Asset Management Llc
|
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Centiva Capital, LP
|
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|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
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|
|
Chicago Capital, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I
|
|
|
|
|
|
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
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Gateway Investment Advisers Llc
|
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Kestra Advisory Services, LLC
|
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Forge Financial Services LLC
|
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Clearbridge Investments, LLC
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Los Angeles Capital Management Llc
|
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BancFirst Trust & Investment Management
|
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IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
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Man Group plc
|
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FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
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Shell Asset Management Co
|
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FCG Investment Co
|
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ROSS\JOHNSON & Associates LLC
|
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
NEOS Investment Management LLC
|
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Rockland Trust Co
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
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|
Belpointe Asset Management LLC
|
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|
Coldstream Capital Management Inc
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
|
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|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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Johnson Financial Group, Inc.
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|
Advisor Group Holdings, Inc.
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KBC Group NV
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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Rare Infrastructure Ltd
|
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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Bell Investment Advisors, Inc
|
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Synovus Financial Corp
|
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Wiley Bros.-aintree Capital, Llc
|
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Boston Partners
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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IFM Investors Pty Ltd
|
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Amalgamated Bank
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Holocene Advisors, LP
|
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UMA Financial Services, Inc.
|
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Intrust Bank Na
|
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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Fifth Third Bancorp
|
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Raymond James Financial Inc
|
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Alpine Bank Wealth Management
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
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|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
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Salem Investment Counselors Inc
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
Securian Asset Management, Inc
|
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|
Cornerstone Planning Group LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
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|
|
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|
Wolff Wiese Magana Llc
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
Harvest Fund Management Co., Ltd
|
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Virginia Retirement Systems Et Al
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Prosperity Consulting Group, LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Prospera Financial Services Inc
|
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|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
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|
First Bank & Trust
|
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|
Bahl & Gaynor Inc
|
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|
Johnson Investment Counsel Inc
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
|
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|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
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|
Aventail Capital Group, LP
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
Ashton Thomas Private Wealth, LLC
|
|
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Dark Forest Capital Management Lp
|
|
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|
Baird Financial Group, Inc.
|
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
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|
Jones Financial Companies Lllp
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
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|
|
Twin Capital Management Inc
|
|
|
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|
|
BankPlus Trust Department
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Tompkins Financial Corp
|
|
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|
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|
Citadel Advisors Llc
|
|
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|
|
Charter Trust Co
|
|
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|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
UBS Group AG
|
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|
International Assets Investment Management, Llc
|
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|
Cromwell Holdings LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
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|
|
|
|
Jane Street Group, Llc
|
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|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
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|
Truist Financial Corp
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
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|
Bokf, Na
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
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|
Goldman Sachs Group Inc
|
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Northwestern Mutual Investment Management Company, Llc
|
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Edgestream Partners, L.P.
|
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
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|
Gsa Capital Partners Llp
|
|
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|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
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|
SOUTH STATE Corp
|
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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|
Pensionmark Financial Group, Llc
|
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|
Vanguard Group Inc
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
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|
Stifel Financial Corp
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
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|
Employees Retirement System of Texas
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
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|
|
Vista Investment Partners Llc
|
|
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|
Charles Schwab Investment Management Inc
|
|
|
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|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
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Sei Investments Co
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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|
Aquatic Capital Management LLC
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Shelton Capital Management
|
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|
First Trust Advisors Lp
|
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|
Spdr S&p Midcap 400 Etf Trust
|
|
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
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|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
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|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Renaissance Technologies Llc
|
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Strs Ohio
|
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Mark Sheptoff Financial Planning, Llc
|
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WealthTrak Capital Management LLC
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JustInvest LLC
|
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St Germain D J Co Inc
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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Graham Capital Management, L.P.
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Cerity Partners LLC
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Midwest Professional Planners, LTD.
|
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Commerce Bank
|
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IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
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|
Texas Permanent School Fund
|
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|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
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|
DekaBank Deutsche Girozentrale
|
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|
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|
Rhumbline Advisers
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Occudo Quantitative Strategies Lp
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Manchester Capital Management LLC
|
|
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|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
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|
|
Walleye Trading LLC
|
|
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|
Strategic Investment Solutions, Inc. /IL
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
Alyeska Investment Group, L.P.
|
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Sequoia Financial Advisors, LLC
|
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|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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|
|
Janney Montgomery Scott LLC
|
|
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|
Treasurer of the State of North Carolina
|
|
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|
|
Merit Financial Group, LLC
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
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|
|
Trust Co Of Oklahoma
|
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|
|
Advisory Resource Group
|
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|
Cullen/frost Bankers, Inc.
|
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|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
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|
Hudson Bay Capital Management LP
|
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|
CIBC Asset Management Inc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
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|
Bank & Trust Co
|
|
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|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
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|
CX Institutional
|
|
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|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
Umb Bank N A/mo
|
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|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
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|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
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|
Voya Investment Management Llc
|
|
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|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
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|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
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|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
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|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
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|
|
Avion Wealth
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
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O'shaughnessy Asset Management, Llc
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Commonwealth Equity Services, Llc
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Massachusetts Financial Services Co /ma/
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Wealth Enhancement Advisory Services, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Piscataqua Savings Bank
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Marshall Wace, Llp
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Victory Capital Management Inc
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Yousif Capital Management, Llc
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Headlands Technologies LLC
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Trexquant Investment LP
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Prudential Financial Inc
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
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Natixis Advisors, L.p.
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Eastern Bank
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
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State of New Jersey Common Pension Fund D
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Financiere des Professionnels - Fonds d,investissement inc.
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Comerica Bank
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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TCTC Holdings, LLC
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EverSource Wealth Advisors, LLC
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Steward Partners Investment Advisory, Llc
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Citigroup Inc
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Alliancebernstein L.p.
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Navellier & Associates Inc
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
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JB Capital LLC
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Parallel Advisors, LLC
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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CWM Advisors, LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
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Financial Management Professionals, Inc.
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Capstone Triton Financial Group, LLC
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Country Trust Bank
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Kimelman & Baird, LLC
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