|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
Central Pacific Bank - Trust Division
|
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|
Tower Research Capital LLC (TRC)
|
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|
Transce3nd, LLC
|
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Millennium Management Llc
|
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Camden Capital, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Grove Bank & Trust
|
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Westwood Holdings Group Inc
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
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|
Schonfeld Strategic Advisors LLC
|
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CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
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Marshall Wace, Llp
|
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Carolina Wealth Advisors, LLC
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
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Capital Investment Advisors, LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
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|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
SRS Capital Advisors, Inc.
|
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|
Logan Capital Management Inc
|
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Ckw Financial Group
|
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|
Millstone Evans Group, LLC
|
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|
Piscataqua Savings Bank
|
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Xponance, Inc.
|
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Axa S.a.
|
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Spf Beheer Bv
|
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SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
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|
Segall Bryant & Hamill, Llc
|
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
Change Path, LLC
|
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|
Bank of Jackson Hole Trust
|
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|
American Institute for Advanced Investment Management, LLP
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Bollard Group LLC
|
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|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
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|
Union Savings Bank
|
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|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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Bnp Paribas Arbitrage, Sa
|
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|
Level Four Advisory Services, Llc
|
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|
Cincinnati Financial Corp
|
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|
Westchester Capital Management, Inc.
|
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|
Savvy Advisors, Inc.
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Mechanics Financial Corp
|
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|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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|
Douglas Lane & Associates, LLC
|
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|
Kinneret Advisory, LLC
|
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Transcend Wealth Collective, Llc
|
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MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
Fenimore Asset Management Inc
|
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|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
John Hancock Funds II - Science & Technology Fund Class NAV
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Public Sector Pension Investment Board
|
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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IFM Investors Pty Ltd
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Beacon Pointe Advisors, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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Boltwood Capital Management
|
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CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
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|
Trilogy Capital Inc.
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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|
Dimensional Fund Advisors Lp
|
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Bank & Trust Co
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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|
Investment Management Corp of Ontario
|
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|
Independence Bank of Kentucky
|
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JustInvest LLC
|
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
Vestcor Inc
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
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|
STAR Financial Bank
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
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|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
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|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Intrinsic Edge Capital Management LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
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|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
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|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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|
PineBridge Investments, L.P.
|
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|
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|
Los Angeles Capital Management Llc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
Stephens Inc /ar/
|
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
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|
|
Liberty All Star Equity Fund
|
|
|
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|
|
Gulf International Bank (UK) Ltd
|
|
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|
Fmr Llc
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
|
Graypoint LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
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|
|
Strategic Investment Advisors / MI
|
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|
Cigna Investments Inc /new
|
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|
IFP Advisors, Inc
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
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|
Ofi Invest Asset Management
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
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|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
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|
Mission Wealth Management, Lp
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
Avantax Planning Partners, Inc.
|
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|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
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|
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|
Metis Global Partners, LLC
|
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|
Bessemer Group Inc
|
|
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|
Louisiana State Employees Retirement System
|
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
Prudential Financial Inc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
Teacher Retirement System Of Texas
|
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IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
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|
Readystate Asset Management Lp
|
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Shaker Investments Llc/oh
|
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|
Steward Partners Investment Advisory, Llc
|
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|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
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|
Disciplined Growth Investors Inc /mn
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
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|
|
Orion Portfolio Solutions, LLC
|
|
|
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|
|
Qube Research & Technologies Ltd
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
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|
|
Ossiam
|
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
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|
KBC Group NV
|
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Profunds - Profund Vp Ultrabull
|
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|
BRYN MAWR TRUST Co
|
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|
NEOS Investment Management LLC
|
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Css Llc/il
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
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|
Community Bank & Trust, Waco, Texas
|
|
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|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
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|
Pictet Asset Management Holding SA
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
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|
|
Royal Bank Of Canada
|
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|
Carderock Capital Management Inc
|
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|
|
Hanson & Doremus Investment Management
|
|
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|
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|
United Advisor Group, LLC
|
|
|
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|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
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|
Simplicity Wealth,LLC
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
Citigroup Inc
|
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
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CI Private Wealth, LLC
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D.a. Davidson & Co.
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Financial Management Professionals, Inc.
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|
Robeco Institutional Asset Management B.V.
|
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|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
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Sunflower Bank, N.A.
|
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Panoramic Capital, LLC
|
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NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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|
Taylor Financial Group, Inc.
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
Compass Financial Services Inc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Richard P Slaughter Associates Inc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Bogart Wealth, LLC
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Howard Hughes Medical Institute
|
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Pitcairn Co
|
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Moore Capital Management, Lp
|
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Ballentine Partners, LLC
|
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Engineers Gate Manager LP
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Royal London Asset Management Ltd
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Principal Financial Group Inc
|
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Global Trust Asset Management, LLC
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Perigon Wealth Management, LLC
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Pathstone Holdings, LLC
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Worldquant Millennium Advisors Llc
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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Parsons Capital Management Inc/ri
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Apollon Wealth Management, LLC
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AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Grimes & Company, Inc.
|
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Eqis Capital Management, Inc.
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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Gts Securities Llc
|
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Aspect Partners, LLC
|
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Profunds - Profund Vp Nasdaq-100
|
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Norges Bank
|
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Midland Wealth Advisors Llc
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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True Wealth Design, LLC
|
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First County Bank /CT/
|
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Kentucky Retirement Systems
|
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Americana Partners, LLC
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Brookstone Capital Management
|
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Atlantic Trust, LLC
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Teza Capital Management LLC
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Brookmont Capital Management
|
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Northwestern Mutual Investment Management Company, Llc
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Saturna Capital CORP
|
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Avantax Advisory Services, Inc.
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
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|
Williams Jones Wealth Management, LLC.
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Brady Family Wealth, Llc
|
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|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
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|
Premier Path Wealth Partners, LLC
|
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|
Nicholas Company, Inc.
|
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|
1st Source Bank
|
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|
Holocene Advisors, LP
|
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Wolverine Asset Management Llc
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
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|
Norway Savings Bank
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Peirce Capital Management, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Talos Asset Management LP
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Penn Mutual Asset Management, LLC
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
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|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Natixis
|
|
|
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|
Clearbridge Investments, LLC
|
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|
Cordatus Wealth Management LLC
|
|
|
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|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
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|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Snowden Capital Advisors LLC
|
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|
TOWER TRUST & INVESTMENT Co
|
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Two Sigma Securities, Llc
|
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DRW Securities, LLC
|
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TruNorth Capital Management, LLC
|
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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|
Callan Family Office, LLC
|
|
|
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|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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|
|
Rakuten Securities, Inc.
|
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|
American Assets Investment Management, LLC
|
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ULTRA SERIES FUND - Mid Cap Fund Class I
|
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|
NewSquare Capital LLC
|
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|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
|
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF
|
|
|
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|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
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|
Benjamin Edwards Inc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Dean Capital Management
|
|
|
|
|
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
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|
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|
Red Tortoise LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
Shelton Wealth Management, Llc
|
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|
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Siemens Fonds Invest GmbH
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Police & Firemen's Retirement System of New Jersey
|
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Prelude Capital Management, Llc
|
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VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
Sequoia Financial Advisors, LLC
|
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
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|
Fiduciary Family Office, Llc
|
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|
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
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|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Davis R M Inc
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
|
Wealth Preservation Advisors, LLC
|
|
|
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|
|
Clean Yield Group
|
|
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
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|
|
|
United Bank
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
SG Capital Management LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Cartenna Capital, LP
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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|
|
Erste Asset Management GmbH
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
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|
Pinnacle Bancorp, Inc.
|
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|
Waters Parkerson & Co., Llc
|
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|
Westside Investment Management, Inc.
|
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|
Hershey Financial Advisers, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
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|
|
ProShare Advisors LLC
|
|
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|
|
Applied Finance Capital Management, LLC
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
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|
|
Schechter Investment Advisors, LLC
|
|
|
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|
Peoples Financial Services Corp.
|
|
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|
WealthCollab, LLC
|
|
|
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QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
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|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
Cwm, Llc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
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|
|
Kingsview Wealth Management, LLC
|
|
|
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|
|
Hartland & Co., LLC
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
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|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
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|
|
North Dallas Bank & Trust Co
|
|
|
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|
|
Federation des caisses Desjardins du Quebec
|
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Optiver Holding B.V.
|
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Peak6 Llc
|
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Brevan Howard Capital Management LP
|
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Doheny Asset Management /ca
|
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Profunds - Profund Vp Semiconductor
|
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|
|
Dakota Wealth Management
|
|
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Aptus Capital Advisors, LLC
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Citadel Advisors Llc
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
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|
Vontobel Holding Ltd.
|
|
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BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
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|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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|
Twin Tree Management, LP
|
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Invesco Ltd.
|
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Summit Financial, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
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|
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QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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|
Abn Amro Investment Solutions
|
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|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
Hopwood Financial Services, Inc.
|
|
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SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Conning Inc.
|
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
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|
|
Asset Management One Co., Ltd.
|
|
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|
TFG Advisers LLC
|
|
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|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
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|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Gagnon Securities Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Muhlenkamp & Co Inc
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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|
Jfs Wealth Advisors, Llc
|
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|
Mizuho Markets Americas Llc
|
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|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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|
Russell Investments Group, Ltd.
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Fifth Third Bancorp
|
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|
Wetherby Asset Management Inc
|
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Regions Financial Corp
|
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Putnam Fl Investment Management Co
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Missouri Trust & Investment Co
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Sachetta, LLC
|
|
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E Fund Management (Hong Kong) Co., Ltd.
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RW Investment Management LLC
|
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|
Hillman Capital Management, Inc.
|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
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|
Elmwood Wealth Management, Inc.
|
|
|
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
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|
Morgan Stanley
|
|
|
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|
Bleakley Financial Group, LLC
|
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Skandinaviska Enskilda Banken AB (publ)
|
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Horizons Wealth Management
|
|
|
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Resona Asset Management Co.,Ltd.
|
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Meiji Yasuda Asset Management Co Ltd.
|
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Peddock Capital Advisors, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
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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|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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|
Personal Cfo Solutions, Llc
|
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Boston Private Wealth Llc
|
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Empower Advisory Group, LLC
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Cambridge Investment Research Advisors, Inc.
|
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Clarius Group, LLC
|
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BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Two Sigma Advisers, Lp
|
|
|
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BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
AustralianSuper Pty Ltd
|
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|
S.A. Mason LLC
|
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|
Hantz Financial Services, Inc.
|
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Private Advisor Group, LLC
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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Chicago Capital, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Texas Capital Bancshares Inc/tx
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Sora Investors Llc
|
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Ensign Peak Advisors, Inc
|
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Summit Partners Public Asset Management, Llc
|
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Fort Washington Investment Advisors Inc /oh/
|
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Corton Capital Inc.
|
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Parkside Financial Bank & Trust
|
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Resonant Capital Advisors, LLC
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
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|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
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|
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|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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HHM Wealth Advisors, LLC
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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Td Asset Management Inc
|
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Czech National Bank
|
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Geneos Wealth Management Inc.
|
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SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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|
Susquehanna Advisors Group, Inc.
|
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Shaolin Capital Management LLC
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Boston Trust Walden Corp
|
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|
Point72 (DIFC) Ltd
|
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|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
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|
|
TD Capital Management LLC
|
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|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
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|
Colonial Trust Co / SC
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Reinhart Partners, Inc.
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Aequim Alternative Investments LP
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
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|
ASR Vermogensbeheer N.V.
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Dodge & Cox
|
|
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|
Vision Financial Markets Llc
|
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ROM - PROSHARES TRUST - ProShares Ultra Technology
|
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|
Alerus Financial Na
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
West Family Investments, Inc.
|
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|
Qsemble Capital Management, LP
|
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|
Squarepoint Ops LLC
|
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|
Core Alternative Capital
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
GW&K Investment Management, LLC
|
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|
Mainstay Capital Management Llc /adv
|
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|
Raleigh Capital Management Inc.
|
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|
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|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
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|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
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|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
Van Cleef Asset Management,Inc
|
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Hughes Financial Services, LLC
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Tortoise Investment Management, LLC
|
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|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
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|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
Sittner & Nelson, Llc
|
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Operose Advisors LLC
|
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|
Kestra Investment Management, LLC
|
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CX Institutional
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Park Avenue Securities Llc
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Schroder Investment Management Group
|
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|
Dynamic Advisor Solutions LLC
|
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|
Cresset Asset Management, LLC
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
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|
Valley National Advisers Inc
|
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|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
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|
Mn Services Vermogensbeheer B.V.
|
|
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|
Diversify Advisory Services, LLC
|
|
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|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
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|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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|
Quarry LP
|
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|
ICICI Prudential Asset Management Co Ltd
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
State of Alaska, Department of Revenue
|
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XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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|
Beacon Capital Management, LLC
|
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|
JNBA Financial Advisors
|
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|
Payden & Rygel
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
Gotham Asset Management, LLC
|
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|
Nicolet Bankshares Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
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|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
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|
|
Investor Ab
|
|
|
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|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
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|
|
First Hawaiian Bank
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
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|
|
FineMark National Bank & Trust
|
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|
|
Hrt Financial Lp
|
|
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|
|
Everhart Financial Group, Inc.
|
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|
|
National Asset Management, Inc.
|
|
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|
|
Acap Strategic Fund
|
|
|
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|
|
Sandy Spring Bank
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PenderFund Capital Management Ltd.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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Cetera Trust Company, N.A
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Voya Financial Advisors, Inc.
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
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Hennion & Walsh Asset Management, Inc.
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Ubs Asset Management Americas Inc
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
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Advantage Advisers Xanthus Fund, L.l.c.
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
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Yousif Capital Management, Llc
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DnB Asset Management AS
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Parvin Asset Management, LLC
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Assenagon Asset Management S.A.
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AlphaCore Capital LLC
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Howard Capital Management Inc.
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
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Federated Hermes, Inc.
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Ancora Advisors, LLC
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Verdence Capital Advisors LLC
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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State Street Corp
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Crawford Investment Counsel Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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Samalin Investment Counsel, LLC
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
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Ostrum Asset Management
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Deutsche Bank Ag\
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Atlantic Union Bankshares Corp
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QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
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DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Invesco Qqq Trust, Series 1
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
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Seacrest Wealth Management, Llc
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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Fulton Breakefield Broenniman Llc
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Byrne Asset Management LLC
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Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
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VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
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Natixis Advisors, L.p.
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LPL Financial LLC
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Burling Wealth Partners, Llc
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LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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Quadrant Capital Group Llc
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Total Wealth Planning & Management, Inc.
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
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New York State Teachers Retirement System
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Keybank National Association/oh
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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Bank Of Montreal /can/
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
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LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Van Eck Associates Corp
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Motco
|
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Weiss Asset Management LP
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Strs Ohio
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Jump Financial, LLC
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Probity Advisors, Inc.
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Richardson Capital Management LLC
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Park Square Financial Group, LLC
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17 Capital Partners, Llc
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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Mount Yale Investment Advisors, LLC
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Cromwell Holdings LLC
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Manufacturers Life Insurance Company, The
|
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Public Employees Retirement System Of Ohio
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
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|
Hartford Investment Management Co
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
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|
Cascade Investment Advisors, Inc.
|
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Sierra Ocean, Llc
|
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|
One Capital Management, LLC
|
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Boothbay Fund Management, Llc
|
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|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
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|
|
Dagco, Inc.
|
|
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|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
Somerset Trust Co
|
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
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|
|
Mascoma Wealth Management LLC
|
|
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|
California State Teachers Retirement System
|
|
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|
Wsfs Capital Management, Llc
|
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|
Fulton Bank, N.a.
|
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|
Stifel Financial Corp
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
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|
|
Coastline Trust Co
|
|
|
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|
|
Silvercrest Asset Management Group Llc
|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Global Retirement Partners, LLC
|
|
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|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
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|
|
Toronto Dominion Bank
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
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Banco Santander, S.A.
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MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
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Verition Fund Management LLC
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Mutual Advisors, LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Wallace Hart LLC
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
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American Capital Advisory, LLC
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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Sunbelt Securities, Inc.
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JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
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Brown, Lisle/cummings, Inc.
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
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Ariston Services Group
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Rialto Wealth Management, LLC
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
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FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
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IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
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Strategy Asset Managers Llc
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
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Whittier Trust Co Of Nevada Inc
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Massachusetts Financial Services Co /ma/
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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Encompass Wealth Advisors, Llc
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Allianz Se
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Jain Global LLC
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CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
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Kestra Private Wealth Services, Llc
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Caption Management, LLC
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General Partner, Inc.
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Norinchukin Bank, The
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Heritage Wealth Advisors
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Hsbc Holdings Plc
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
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Investors Research Corp
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