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HB Wealth Management, LLC
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Manchester Capital Management LLC
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WPG Advisers, LLC
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Fiduciary Alliance LLC
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Ofi Invest Asset Management
|
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Caldwell Investment Management Ltd.
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Union Savings Bank
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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Brookstone Capital Management
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Group One Trading, L.p.
|
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Chung Wu Investment Group, LLC
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MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
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Clifford Swan Investment Counsel Llc
|
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BIGTX - Monteagle Funds - The Texas Fund Class I
|
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First Trust Advisors Lp
|
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Warren Averett Asset Management, LLC
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UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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BOK Financial Private Wealth, Inc.
|
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Federation des caisses Desjardins du Quebec
|
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|
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Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Vise Technologies, Inc.
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Oak Thistle LLC
|
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Cetera Investment Advisers
|
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First Horizon Advisors, Inc.
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Dunhill Financial, LLC
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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Intech Investment Management Llc
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Longview Financial Advisors LLC
|
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Crews Bank & Trust
|
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V-Square Quantitative Management LLC
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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Virtus ETF Advisers LLC
|
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Wood Tarver Financial Group, LLC
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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Commonwealth Equity Services, Llc
|
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West Tower Group, LLC
|
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Security National Bank Of So Dak
|
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Advisory Services Network, LLC
|
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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BRYN MAWR TRUST Co
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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SBI Securities Co., Ltd.
|
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Two Point Capital Management, Inc.
|
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APCM Wealth Management for Individuals
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Glenmede Investment Management, LP
|
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F/M Investments LLC
|
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M. Kulyk & Associates, LLC
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
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|
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|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
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|
|
Lipe & Dalton
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Developing Growth Portfolio Class I
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Clayton Partners LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
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|
|
Barclays Plc
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
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|
|
Hikari Tsushin, Inc.
|
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|
Mechanics Financial Corp
|
|
|
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|
|
Texas Permanent School Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
CBOE Vest Financial, LLC
|
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|
King Luther Capital Management Corp
|
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Stonegate Investment Group, LLC
|
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Elo Mutual Pension Insurance Co
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Jacobi Capital Management LLC
|
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
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|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
Strategic Advisors LLC
|
|
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Quest Partners LLC
|
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Investment Partners, Ltd.
|
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Mufg Securities Americas Inc.
|
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|
StoneX Group Inc.
|
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|
Ameriprise Financial Inc
|
|
|
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|
Rialto Wealth Management, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
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|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
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LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
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|
Hilltop Holdings Inc.
|
|
|
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|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
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|
Maryland Capital Advisors Inc.
|
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|
LRI Investments, LLC
|
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|
Binnacle Investments Inc
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Shell Asset Management Co
|
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|
West Oak Capital, LLC
|
|
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|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
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|
Nbt Bank N A /ny
|
|
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|
|
|
Waycross Investment Management Co
|
|
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|
Pettee Investors, Inc.
|
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|
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|
Atria Investments Llc
|
|
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|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Aristotle Capital Boston, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Cibc World Markets Corp
|
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|
Quaker Wealth Management, LLC
|
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|
|
Pnc Financial Services Group, Inc.
|
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|
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|
AMG National Trust Bank
|
|
|
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|
Sand Hill Global Advisors, LLC
|
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|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
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|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
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|
|
|
|
Toroso Investments, LLC
|
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|
Prudential Financial Inc
|
|
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Freestone Grove Partners LP
|
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|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
McIlrath & Eck, LLC
|
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|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Clearbridge Investments, LLC
|
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|
Northern Trust Corp
|
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|
Roxbury Financial LLC
|
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|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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|
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|
Hudson Bay Capital Management LP
|
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Sei Investments Co
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Kestra Private Wealth Services, Llc
|
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|
Blair William & Co/il
|
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|
Occidental Asset Management, LLC
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
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|
Toronto Dominion Bank
|
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|
Horizon Investments, LLC
|
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Creekmur Asset Management LLC
|
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|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
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|
Ing Groep Nv
|
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|
|
Turn8 Private Wealth Inc.
|
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|
Beacon Capital Management, LLC
|
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|
Modera Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
GW&K Investment Management, LLC
|
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|
South Plains Financial, Inc.
|
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|
Public Employees Retirement System Of Ohio
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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|
North Star Investment Management Corp.
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Russell Investments Group, Ltd.
|
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|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Umb Bank N A/mo
|
|
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|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
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|
BankPlus Trust Department
|
|
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|
Alpine Woods Capital Investors, Llc
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
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Sandy Spring Bank
|
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Perigon Wealth Management, LLC
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|
CVA Family Office, LLC
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|
Deseret Mutual Benefit Administrators
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
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|
Hanson & Doremus Investment Management
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
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|
Federated Hermes, Inc.
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|
Chevy Chase Trust Holdings, Inc.
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
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|
|
Bayforest Capital Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Moseley Investment Management Inc
|
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|
L1 Capital International Pty Ltd
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
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|
Private Wealth Management Group, LLC
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
Argent Trust Co
|
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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GeoWealth Management, LLC
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
Deutsche Bank Ag\
|
|
|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Youngs Advisory Group, Inc.
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Aberdeen Wealth Management LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Whalen Wealth Management Inc.
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Grandfield & Dodd, Llc
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Hahn Capital Management Llc
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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Principia Wealth Advisory, LLC
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Leavell Investment Management, Inc.
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Susquehanna International Group, Llp
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Baird Financial Group, Inc.
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Visionary Wealth Advisors
|
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Wedge Capital Management L L P/nc
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Caitong International Asset Management Co., Ltd
|
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|
Somerville Kurt F
|
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Wahed Invest LLC
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Two Sigma Investments, Lp
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Long Road Investment Counsel, LLC
|
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|
Treasurer of the State of North Carolina
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
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|
Seelaus Asset Management LLC
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|
GPS Wealth Strategies Group, LLC
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
CI Private Wealth, LLC
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|
Raleigh Capital Management Inc.
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Granite Investment Partners, LLC
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Hilton Capital Management, LLC
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Mariner, LLC
|
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
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|
Zions Bancorporation, National Association /ut/
|
|
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|
Vontobel Holding Ltd.
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Alps Advisors Inc
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|
Savant Capital, LLC
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Signaturefd, Llc
|
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Lincluden Management Ltd
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Pinnacle Associates Ltd
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|
OMERS ADMINISTRATION Corp
|
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|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
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|
Stratos Wealth Advisors, LLC
|
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Summit Trail Advisors, Llc
|
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|
Shufro Rose & Co Llc
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
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|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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|
|
McKinley Carter Wealth Services, Inc.
|
|
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|
Synovus Financial Corp
|
|
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|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
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|
Thrivent Financial For Lutherans
|
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|
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|
New Mexico Educational Retirement Board
|
|
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|
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|
Steward Partners Investment Advisory, Llc
|
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|
Dakota Wealth Management
|
|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
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|
FIL Ltd
|
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|
AdvisorShares Investments LLC
|
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|
iA Global Asset Management Inc.
|
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|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
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|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Rosenberg Matthew Hamilton
|
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Xponance, Inc.
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
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|
Aviva Plc
|
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Heritage Family Offices, LLP
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
United Asset Strategies, Inc.
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Great Lakes Retirement, Inc.
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Czech National Bank
|
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|
Bank Of Montreal /can/
|
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Ameritas Investment Partners, Inc.
|
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American Century Companies Inc
|
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Ogorek Anthony Joseph /ny/ /adv
|
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Citigroup Inc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
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|
|
Monetary Management Group Inc
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
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|
IFP Advisors, Inc
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
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|
Davis R M Inc
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Keybank National Association/oh
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Capital Investment Advisors, LLC
|
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Kayne Anderson Rudnick Investment Management Llc
|
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First Wilshire Securities Management Inc
|
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Centerpoint Advisors, LLC
|
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Fort Washington Investment Advisors Inc /oh/
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Qube Research & Technologies Ltd
|
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LPL Financial LLC
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Cacti Asset Management Llc
|
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1st Source Bank
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
Creative Planning
|
|
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|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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New York Life Investment Management Llc
|
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Daiwa Securities Group Inc.
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
Cerro Pacific Wealth Advisors LLC
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
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|
Plante Moran Financial Advisors, LLC
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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Payden & Rygel
|
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Generali Asset Management SPA SGR
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Klingman & Associates, LLC
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
BlackRock, Inc.
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Valued Wealth Advisors LLC
|
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|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
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|
Woodline Partners LP
|
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|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Iron Horse Wealth Management, LLC
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Heartwood Wealth Advisors LLC
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Sowell Financial Services LLC
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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NorthCrest Asset Manangement, LLC
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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Charles Schwab Investment Management Inc
|
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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Golden State Wealth Management, LLC
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Tortoise Investment Management, LLC
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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N.E.W. Advisory Services LLC
|
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Flynn Zito Capital Management, Llc
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BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
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Massachusetts Financial Services Co /ma/
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American National Bank
|
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Rice Hall James & Associates, Llc
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Comerica Bank
|
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FRG Family Wealth Advisors LLC
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American Trust Investment Advisors, LLC
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Mutual Advisors, LLC
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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State Board Of Administration Of Florida Retirement System
|
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State Of Michigan Retirement System
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Mn Services Vermogensbeheer B.V.
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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Montag A & Associates Inc
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Bank OZK
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Arizona State Retirement System
|
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Garrett Investment Advisors LLC
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CoreCap Advisors, LLC
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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Janus Henderson Group Plc
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SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
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Financial Gravity Companies, Inc.
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Guggenheim Strategic Opportunities Fund
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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Teacher Retirement System Of Texas
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Archer Investment Corp
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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Old North State Trust, LLC
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SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
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Tokio Marine Asset Management Co Ltd
|
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Holcombe Financial, Inc.
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Northwestern Mutual Wealth Management Co
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SOUTH STATE Corp
|
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Texas Capital Bank Wealth Management Services Inc
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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Commerce Bank
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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Mcdonald Partners Llc
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Sit Investment Associates Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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De Lisle Partners LLP
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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Everett Harris & Co /ca/
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
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|
Brown, Lisle/cummings, Inc.
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Intact Investment Management Inc.
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
Nvwm, Llc
|
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|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Third Point LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
