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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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Onefund, Llc
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Tompkins Financial Corp
|
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DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Core Alternative Capital
|
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Gifford Fong Associates
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Northern Trust Corp
|
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Quaker Wealth Management, LLC
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Bear Mountain Capital, Inc.
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Wood Tarver Financial Group, LLC
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Battery Global Advisors, LLC
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Teachers Retirement System Of The State Of Kentucky
|
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LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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Systematic Alpha Investments, LLC
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Quantessence Capital LLC
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Cardinal Point Capital Management, ULC
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Christopher J. Hasenberg, Inc
|
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VSM Wealth Advisory, LLC
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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High Note Wealth, LLC
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Capital World Investors
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Washington Trust Advisors, Inc.
|
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Stephens Consulting, LLC
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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GAMMA Investing LLC
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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CENTRAL TRUST Co
|
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
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Trust Co Of Toledo Na /oh/
|
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Livelsberger Financial Advisory
|
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XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
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FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
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Centerpoint Advisors, LLC
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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VCGAX - VALIC Co I - Growth & Income Fund
|
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GWM Advisors LLC
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Ritter Daniher Financial Advisory LLC / DE
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Duncker Streett & Co Inc
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Strengthening Families & Communities, LLC
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LPL Financial LLC
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Aster Capital Management (DIFC) Ltd
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Cibc World Markets Corp
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Patton Fund Management, Inc.
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Hillsdale Investment Management Inc.
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Cherokee Insurance Co
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
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Flagship Wealth Advisors, Llc
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Banque Cantonale Vaudoise
|
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Metis Global Partners, LLC
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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Hennion & Walsh Asset Management, Inc.
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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Dynamic Technology Lab Private Ltd
|
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State of New Jersey Common Pension Fund D
|
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WealthTrak Capital Management LLC
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PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
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Wolverine Trading, Llc
|
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Wolff Wiese Magana Llc
|
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JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
Raymond James Financial Inc
|
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ORG Partners LLC
|
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Citigroup Inc
|
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THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
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|
Atria Investments Llc
|
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Greenwich Wealth Management LLC
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
Mufg Securities Americas Inc.
|
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Grantham, Mayo, Van Otterloo & Co. LLC
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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Tableaux Llc
|
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Norges Bank
|
|
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|
Sagard Holdings Management Inc.
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
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|
Czech National Bank
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
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|
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|
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
|
|
|
|
|
United Community Bank
|
|
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|
|
Pinnacle Financial Partners Inc
|
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|
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|
Truist Financial Corp
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
CM Management, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Blair William & Co/il
|
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Maseco Llp
|
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|
KBC Group NV
|
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|
Advisor Group Holdings, Inc.
|
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|
Ensign Peak Advisors, Inc
|
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|
Gamco Investors, Inc. Et Al
|
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|
Ancora Advisors, LLC
|
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|
Arcadia Investment Management Corp/mi
|
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|
Pacer Advisors, Inc.
|
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|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
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|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Utah Retirement Systems
|
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|
Summit Trail Advisors, Llc
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
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|
Camber Capital Management LP
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
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Edgestream Partners, L.P.
|
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Quest 10 Wealth Builders, Inc.
|
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Gabelli Funds Llc
|
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Valley National Advisers Inc
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
American Financial Group Inc
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Nuveen, LLC
|
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Arkadios Wealth Advisors
|
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
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|
J.w. Cole Advisors, Inc.
|
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|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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First Horizon Advisors, Inc.
|
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Strs Ohio
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
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|
Cresset Asset Management, LLC
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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Bradley & Co. Private Wealth Management, LLC
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Miller Wealth Advisors, Llc
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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Capula Management Ltd
|
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RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
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Old Second National Bank Of Aurora
|
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|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Federation des caisses Desjardins du Quebec
|
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TCTC Holdings, LLC
|
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CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
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|
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|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
|
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|
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|
Yelin Lapidot Holdings Management Ltd.
|
|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Marshall Wace, Llp
|
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|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Profunds - Profund Vp Pharmaceuticals
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Deerfield Management Company, L.p. (series C)
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Miller Value Partners, Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
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Larson Financial Group LLC
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Redwood Investment Management, Llc
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
Huntleigh Advisors, Inc.
|
|
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|
Allianz Se
|
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DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
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|
Fox Run Management, L.l.c.
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
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|
HighTower Advisors, LLC
|
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|
Arnhold LLC
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Quadrant Capital Group Llc
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
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|
Barclays Plc
|
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|
AllSquare Wealth Management LLC
|
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|
California State Teachers Retirement System
|
|
|
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|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
AlphaCore Capital LLC
|
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|
Treasurer of the State of North Carolina
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
Kiker Wealth Management, LLC
|
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First Trust Advisors Lp
|
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JTC Employer Solutions Trusteee Ltd
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
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|
Toroso Investments, LLC
|
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|
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|
Keybank National Association/oh
|
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CIBC Asset Management Inc
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Cohen Klingenstein LLC
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Pacifica Partners Inc.
|
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Blume Capital Management, Inc.
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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Motco
|
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Kimelman & Baird, LLC
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Easterly Investment Partners Llc
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Uncommon Cents Investing LLC
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Wealth Enhancement Advisory Services, Llc
|
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Central Pacific Bank - Trust Division
|
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Thompson Investment Management, Inc.
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
Creative Planning
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Quantinno Capital Management LP
|
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Conning Inc.
|
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Arizona State Retirement System
|
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Cullen/frost Bankers, Inc.
|
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Essex LLC
|
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|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
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|
Rafferty Asset Management, LLC
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Rubric Capital Management LP
|
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|
HFM Investment Advisors, LLC
|
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Lido Advisors, LLC
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
Centricity Wealth Management, LLC
|
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
Swiss National Bank
|
|
|
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|
|
Mv Capital Management, Inc.
|
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|
BlackRock, Inc.
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
Mraz, Amerine & Associates, Inc.
|
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Dorsey & Whitney Trust CO LLC
|
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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|
TFC Financial Management
|
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|
Quantbot Technologies LP
|
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|
Whittier Trust Co
|
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|
TCG Advisory Services, LLC
|
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|
Hanson & Doremus Investment Management
|
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|
Compagnie Lombard Odier SCmA
|
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|
Ronald Blue Trust, Inc.
|
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|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
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|
Callodine Capital Management, LP
|
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|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
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|
Woodline Partners LP
|
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|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
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|
Tredje AP-fonden
|
|
|
|
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|
PKO Investment Management Joint-Stock Co
|
|
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|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
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|
|
Athena Investment Management
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
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|
Park Place Capital Corp
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Bastion Asset Management Inc.
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
|
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|
Whipplewood Advisors, LLC
|
|
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|
State Of Wisconsin Investment Board
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Ameritas Advisory Services, LLC
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
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Bollard Group LLC
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Steward Partners Investment Advisory, Llc
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PFS Partners, LLC
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
National Asset Management, Inc.
|
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|
China Universal Asset Management Co., Ltd.
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
Northeast Financial Consultants Inc
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Umb Bank N A/mo
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JNBA Financial Advisors
|
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Verition Fund Management LLC
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Total Investment Management Inc
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CBIZ Investment Advisory Services, LLC
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Beacon Investment Advisory Services, Inc.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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CGC Financial Services, LLC
|
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Guggenheim Strategic Opportunities Fund
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Kentucky Retirement Systems
|
|
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FNY Investment Advisers, LLC
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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Clear Investment Research, Llc
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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|
MTM Investment Management, LLC
|
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DKRT Investments Corp.
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Sig Brokerage, Lp
|
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Trust Co Of Vermont
|
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Alps Advisors Inc
|
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KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
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Cary Street Partner Investment Advisory Llc
|
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|
Thrivent Financial For Lutherans
|
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Financial Freedom, LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
Geode Capital Management, Llc
|
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Riggs Asset Managment Co. Inc.
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Empowered Funds, LLC
|
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HighPoint Advisor Group LLC
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Luminist Capital LLC
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Empirical Finance, LLC
|
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National Pension Service
|
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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|
Vestcor Inc
|
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Savant Capital, LLC
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
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|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
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|
Cutler Capital Management, LLC
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
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|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
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|
|
Marex Group plc
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
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Farther Finance Advisors, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
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|
Ramirez Asset Management, Inc.
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Ci Investments Inc.
|
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|
BRYN MAWR TRUST Co
|
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Glenview Capital Management, Llc
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
TD Waterhouse Canada Inc.
|
|
|
|
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|
Ingalls & Snyder Llc
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
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|
Carson Advisory Inc.
|
|
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|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
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|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
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|
Cambridge Investment Research Advisors, Inc.
|
|
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|
Keystone Financial Planning, Inc.
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Resona Asset Management Co.,Ltd.
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Excalibur Management Corp
|
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Citizens National Bank Trust Department
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
Avestar Capital, LLC
|
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|
CLARET ASSET MANAGEMENT Corp
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Truvestments Capital Llc
|
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|
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Exchange Traded Concepts, Llc
|
|
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|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
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|
Parallel Advisors, LLC
|
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Tejara Capital Ltd
|
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Berkshire Asset Management Llc/pa
|
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Prime Capital Investment Advisors, LLC
|
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Concord Wealth Partners
|
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Schroder Investment Management Group
|
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Evolution Wealth Management Inc.
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Transamerica Financial Advisors, Inc.
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IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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Bfsg, Llc
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Consultiva Wealth Management, Corp.
|
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|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
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|
Janus Henderson Group Plc
|
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Invesco Ltd.
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Cranbrook Wealth Management, LLC
|
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ICICI Prudential Asset Management Co Ltd
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Rothschild Investment Llc
|
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Pinnacle Bancorp, Inc.
|
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Caitong International Asset Management Co., Ltd
|
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William B. Walkup & Associates, Inc.
|
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|
Kornitzer Capital Management Inc /ks
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Searle & Co.
|
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|
Asset Dedication, LLC
|
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|
Stephens Inc /ar/
|
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RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
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|
Signature Resources Capital Management, LLC
|
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DT Investment Partners, LLC
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
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|
Eastern Bank
|
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
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|
Gitterman Wealth Management, LLC
|
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|
Manning & Napier Advisors Llc
|
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|
Venture Visionary Partners LLC
|
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|
Midwest Trust Co
|
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|
Atom Investors LP
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
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|
|
FIL Ltd
|
|
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|
Merit Financial Group, LLC
|
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|
Scarborough Advisors, LLC
|
|
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|
National Bank Of Canada /fi/
|
|
|
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|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
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|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
QSM Asset Management Ltd
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Monaco Asset Management SAM
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
|
Chiron Capital Management, Llc
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Klp Kapitalforvaltning As
|
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|
LMR Partners LLP
|
|
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|
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|
Profunds - Profund Vp Bull
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
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|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
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|
HHM Wealth Advisors, LLC
|
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|
SRS Capital Advisors, Inc.
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
Webster Bank, N. A.
|
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|
Nemes Rush Group LLC
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
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|
Beacon Capital Management, LLC
|
|
|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
Pinnacle Associates Ltd
|
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|
Keynote Financial Services Llc
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
SG Americas Securities, LLC
|
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|
|
SJS Investment Consulting Inc.
|
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|
Capital Analysts, Inc.
|
|
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|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
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|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
Resources Management Corp /ct/ /adv
|
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|
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JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
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|
Salomon & Ludwin, LLC
|
|
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|
|
Independence Bank of Kentucky
|
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Ritholtz Wealth Management
|
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|
Bank Of America Corp /de/
|
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Cheviot Value Management, LLC
|
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
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|
Two Sigma Investments, Lp
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
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|
Vision Financial Markets Llc
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
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|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
Colony Group, LLC
|
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|
Peoples Financial Services Corp.
|
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|
Whittier Trust Co Of Nevada Inc
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
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|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
|
|
Nomura Asset Management Co Ltd
|
|
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|
|
Independent Advisor Alliance
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
Standard Life Aberdeen plc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
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|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
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|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Nantahala Capital Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Bessemer Group Inc
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|
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Lavaca Capital Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
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Davis Selected Advisers
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Centiva Capital, LP
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NEOS Investment Management LLC
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Trust Asset Management LLC
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Fortis Group Advisors, LLC
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
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Meeder Advisory Services, Inc.
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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Keystone Financial Group, Inc.
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DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
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Harbour Investments, Inc.
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Invenomic Capital Management LP
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SummitTX Capital, L.P.
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ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
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LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
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Hilltop Holdings Inc.
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
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Lindbrook Capital, Llc
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Equitable Holdings, Inc.
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Center for Financial Planning, Inc.
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
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State Of Michigan Retirement System
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Horizon Bancorp Inc /in/
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
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Bank of New York Mellon Corp
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Advisors Asset Management, Inc.
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Mitsubishi UFJ Trust & Banking Corp
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Frazier Financial Advisors, LLC
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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American Capital Advisory, LLC
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SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
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Ckw Financial Group
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Bank Of Montreal /can/
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Mb, Levis & Associates, Llc
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Twin Lakes Capital Management, LLC
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Credit Agricole S A
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Amundi
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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Horizon Investments, LLC
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NIXT - EA Series Trust - Research Affiliates Deletions ETF
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Zions Bancorporation, National Association /ut/
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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Retirement Systems of Alabama
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
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Quinn Opportunity Partners LLC
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SBI Securities Co., Ltd.
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Mizuho Securities Usa Llc
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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IFS Advisors, LLC
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Green Square Capital Advisors Llc
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Olistico Wealth, LLC
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Mizuho Securities Usa Llc
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Commonwealth Equity Services, Llc
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SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Anfield Capital Management, LLC
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Mbb Public Markets I Llc
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FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
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Main Street Group, LTD
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BLPIX - Profunds - Bull Profund Investor Class
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Daiwa Securities Group Inc.
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Cetera Investment Advisers
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Sittner & Nelson, Llc
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Power Wealth Management Llc
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UniSuper Management Pty Ltd
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TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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Smithfield Trust Co
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Caption Management, LLC
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Bank Of Nova Scotia
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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Marino, Stram & Associates Llc
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Ws Management Lllp
|
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ESL Trust Services, LLC
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
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Round Hill Asset Management
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
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USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
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Heritage Wealth Management, Inc.
|
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Louisbourg Investments Inc.
|
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Fourth Dimension Wealth, LLC
|
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Rathbone Brothers plc
|
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Archer Investment Corp
|
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Spire Wealth Management
|
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Kelly Lawrence W & Associates Inc/ca
|
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QTR Family Wealth, LLC
|
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|
Investors Research Corp
|
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|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
California Public Employees Retirement System
|
|
|
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|
Norinchukin Bank, The
|
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Hrt Financial Lp
|
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Barrett & Company, Inc.
|
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Heritage Investors Management Corp
|
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Dakota Wealth Management
|
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Caxton Associates Llp
|
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|
Wealthfront Advisers Llc
|
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|
Tyler-Stone Wealth Management
|
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|
Verdence Capital Advisors LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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