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VSM Wealth Advisory, LLC
|
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Baader Bank INC
|
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Manchester Capital Management LLC
|
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CENTRAL TRUST Co
|
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Benjamin Edwards Inc
|
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|
Calamos Global Total Return Fund
|
|
|
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|
Nbc Securities, Inc.
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
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|
Colony Group, LLC
|
|
|
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|
GeoWealth Management, LLC
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Quadrature Capital Ltd
|
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|
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Siemens Fonds Invest GmbH
|
|
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
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|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
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|
Emerald Advisers, Llc
|
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|
Standard Life Aberdeen plc
|
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|
American Century Companies Inc
|
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|
Duncker Streett & Co Inc
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Rhumbline Advisers
|
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|
|
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A
|
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Gallo Partners, LP
|
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Covestor Ltd
|
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Callan Family Office, LLC
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PKO Investment Management Joint-Stock Co
|
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Fiera Capital Corp
|
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Quaker Capital Investments, LLC
|
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Lineweaver Wealth Advisors, LLC
|
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|
Barings Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
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|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
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|
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|
Evoke Wealth, Llc
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
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|
PIMCO Energy & Tactical Credit Opportunities Fund
|
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|
|
|
|
Lone Pine Capital Llc
|
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|
Trust Co Of Toledo Na /oh/
|
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|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
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|
Goehring & Rozencwajg Associates, LLC
|
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Zacks Investment Management
|
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|
Ci Investments Inc.
|
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Panagora Asset Management Inc
|
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Wells Fargo & Company/mn
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
|
|
Smithfield Trust Co
|
|
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|
Morse Asset Management, Inc
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
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|
Bill Few Associates, Inc.
|
|
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|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
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|
CoreCommodity Management, LLC
|
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|
Inscription Capital, LLC
|
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
Brighton Jones Llc
|
|
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|
Metis Global Partners, LLC
|
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|
Stephens Consulting, LLC
|
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|
Scarborough Advisors, LLC
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
LENS - EA Series Trust - Sarmaya Thematic ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Sourcerock Group LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Clean Energy Transition LLP
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
Lsp Investment Advisors, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
CMC Financial Group
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
|
|
|
|
|
|
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Encompass Capital Advisors LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
EVNT - AltShares Trust - AltShares Event-Driven ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Glenorchy Capital Ltd
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Engle Capital Management, L.P.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Hancock Prospecting Pty Ltd
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Slate Path Capital LP
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
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Kestra Investment Management, LLC
|
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Eventide Asset Management, Llc
|
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Quattro Financial Advisors Llc
|
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|
Pickering Energy Partners Lp
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Burney Co/
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
|
|
|
HHM Wealth Advisors, LLC
|
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
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|
Bard Financial Services, Inc.
|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Corton Capital Inc.
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Deltec Asset Management Llc
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RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
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|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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Bokf, Na
|
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|
Wedge Capital Management L L P/nc
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
Your Advocates Ltd., LLP
|
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|
Bridgefront Capital, LLC
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Greenleaf Trust
|
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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Lewis Asset Management, LLC
|
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PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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Tower Research Capital LLC (TRC)
|
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Mbb Public Markets I Llc
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Axxcess Wealth Management, Llc
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
DRW Securities, LLC
|
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|
Versant Capital Management, Inc
|
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MONECO Advisors, LLC
|
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Yaupon Capital Management LP
|
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OneAscent Wealth Management LLC
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Maryland State Retirement & Pension System
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Axq Capital, Lp
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Ogorek Anthony Joseph /ny/ /adv
|
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New Mexico Educational Retirement Board
|
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Riverbend Wealth Management, LLC
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Smartleaf Asset Management LLC
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Maven Securities LTD
|
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Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
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WealthTrust Axiom LLC
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
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Pinkerton Retirement Specialists, LLC
|
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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SageView Advisory Group, LLC
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M&t Bank Corp
|
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Utah Retirement Systems
|
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United Capital Financial Advisers, Llc
|
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TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
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|
California State Teachers Retirement System
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Bluesphere Advisors, LLC
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
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|
Stone House Investment Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
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|
Gabelli Funds Llc
|
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|
Horizon Kinetics Asset Management Llc
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
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|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Citadel Advisors Llc
|
|
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|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
Ballentine Partners, LLC
|
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|
Patton Fund Management, Inc.
|
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|
Graham Capital Management, L.P.
|
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|
Amalgamated Bank
|
|
|
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|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Wealth High Governance Capital Ltda
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Global Retirement Partners, LLC
|
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|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
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|
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|
Abner Herrman & Brock Llc
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
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|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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Citigroup Inc
|
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Stamos Capital Partners, L.p.
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Bessemer Group Inc
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UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
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CI Private Wealth, LLC
|
|
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|
Arlington Trust Co LLC
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
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|
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|
Rothschild Investment Llc
|
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QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
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State Of Michigan Retirement System
|
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First Trust Advisors Lp
|
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J. Safra Sarasin Holding AG
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Westwood Holdings Group Inc
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Deutsche Bank Ag\
|
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Delta Financial Group, Inc.
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Somerset Trust Co
|
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Algert Global Llc
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Cornerstone Planning Group LLC
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Meiji Yasuda Life Insurance Co
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Norden Group Llc
|
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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Beacon Pointe Advisors, LLC
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
|
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|
Vanguard Group Inc
|
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Whipplewood Advisors, LLC
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Paradigm Financial Partners, Llc
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
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Fort Sheridan Advisors Llc
|
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Schroder Investment Management Group
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Evermay Wealth Management Llc
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
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|
Prospera Financial Services Inc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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|
Crossmark Global Holdings, Inc.
|
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Dynasty Wealth Management, Llc
|
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Voleon Capital Management Lp
|
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KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
Sage Mountain Advisors LLC
|
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|
Allworth Financial LP
|
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|
Xponance, Inc.
|
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CBIZ Investment Advisory Services, LLC
|
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|
Ostrum Asset Management
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
D L Carlson Investment Group Inc
|
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|
Waldron Private Wealth LLC
|
|
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|
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|
Nvwm, Llc
|
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
|
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|
Plante Moran Financial Advisors, LLC
|
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|
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|
Ausdal Financial Partners, Inc.
|
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|
Montgomery Investment Management Inc
|
|
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|
Beck Capital Management, Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
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|
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|
KBC Group NV
|
|
|
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|
Cloverfields Capital Group, Lp
|
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|
General Partner, Inc.
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
Lonestar Capital Management LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Beaconlight Capital, Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Muhlenkamp & Co Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
Share Andrew L.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Corigliano Investment Advisers, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
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|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Investment Management Corp of Ontario
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Alyeska Investment Group, L.P.
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|
Alerus Financial Na
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IHT Wealth Management, LLC
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Profund Advisors Llc
|
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SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
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|
Clearbridge Investments, LLC
|
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GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
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|
Verus Capital Partners, Llc
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Quantessence Capital LLC
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Texas Permanent School Fund
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
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|
Icon Wealth Advisors, LLC
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Abound Wealth Management
|
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|
Entropy Technologies, LP
|
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Huntington National Bank
|
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Everence Capital Management Inc
|
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
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Private Wealth Asset Management, LLC
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Prestige Wealth Management Group LLC
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Garda Capital Partners Lp
|
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Cibc World Markets Corp
|
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
Fidelis Capital Partners, LLC
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
Ninepoint Partners LP
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Fox Run Management, L.l.c.
|
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Institutional Investment Strategy Fund
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
Archer Investment Corp
|
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|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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|
Cary Street Partners Financial Llc
|
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GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
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Jump Financial, LLC
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Sagespring Wealth Partners, Llc
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Legacy Bridge, LLC
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
BlackRock, Inc.
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Pinney & Scofield, Inc.
|
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Comerica Bank
|
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Capstone Investment Advisors, Llc
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Delta Investment Management, LLC
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Viking Fund Management Llc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Geode Capital Management, Llc
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
Kilter Group LLC
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
Guerra Pan Advisors, Llc
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
|
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|
Gamco Global Gold, Natural Resources & Income Trust
|
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|
TFC Financial Management
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
Lazard Asset Management Llc
|
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|
Cetera Trust Company, N.A
|
|
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|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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|
|
Mercuria Capital Strategies, LLC
|
|
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|
|
Fisher Asset Management, LLC
|
|
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|
Parallax Volatility Advisers, L.P.
|
|
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|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
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|
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Nierenberg Investment Management Company, Inc.
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Hidden Lake Asset Management LP
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Drummond Knight Asset Management Pty Ltd
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Peconic Partners Llc
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
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|
Concurrent Investment Advisors, LLC
|
|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
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|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
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|
Cresset Asset Management, LLC
|
|
|
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|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
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|
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|
|
Moody National Bank Trust Division
|
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|
Cushing Asset Management, Lp
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Colonial Trust Co / SC
|
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Farmers Trust Co
|
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Natixis
|
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Truvestments Capital Llc
|
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Fwl Investment Management, Llc
|
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|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
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|
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|
|
Jacobi Capital Management LLC
|
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|
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Susquehanna International Group, Llp
|
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|
|
|
|
Woodward Diversified Capital, Llc
|
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|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
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|
|
Td Asset Management Inc
|
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|
|
Axa S.a.
|
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|
Ninety One UK Ltd
|
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|
|
Graypoint LLC
|
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|
Battery Global Advisors, LLC
|
|
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|
|
Engineers Gate Manager LP
|
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|
Sachetta, LLC
|
|
|
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|
|
Alden Global Capital LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Discovery Capital Management, Llc / Ct
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
P Schoenfeld Asset Management Lp
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Gemsstock Ltd.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Tls Advisors Llc
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Birchview Capital, LP
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Blackrock Resources & Commodities Strategy Trust
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Empyrean Capital Partners, LP
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Candelo Capital Management LP
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Eschler Asset Management LLP
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
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|
Caption Management, LLC
|
|
|
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|
|
Valued Wealth Advisors LLC
|
|
|
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|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
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|
Parallel Advisors, LLC
|
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|
Candriam Luxembourg S.C.A.
|
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|
Baird Financial Group, Inc.
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
|
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|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
Summit Partners Public Asset Management, Llc
|
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|
Meeder Advisory Services, Inc.
|
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Agf Management Ltd
|
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Ethic Inc.
|
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Laffer Investments
|
|
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Group One Trading, L.p.
|
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|
Credit Agricole S A
|
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|
Bleakley Financial Group, LLC
|
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|
JustInvest LLC
|
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Rafferty Asset Management, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
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|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
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|
Sapience Investments, LLC
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
Canada Pension Plan Investment Board
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
NewSquare Capital LLC
|
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|
GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares
|
|
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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|
Formidable Asset Management, LLC
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
AdvisorNet Financial, Inc
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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Mml Investors Services, Llc
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Private Management Group Inc
|
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|
First Command Advisory Services, Inc.
|
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Retirement Systems of Alabama
|
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|
SRS Capital Advisors, Inc.
|
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Northern Trust Corp
|
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|
Forum Financial Management, LP
|
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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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|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
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|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
Spire Wealth Management
|
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|
Valueworks Llc
|
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|
GeoSphere Capital Management
|
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|
Gotham Asset Management, LLC
|
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Fielder Capital Group LLC
|
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|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
Geneos Wealth Management Inc.
|
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|
First Horizon Advisors, Inc.
|
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Palo Duro Investment Partners, Lp
|
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|
Summit Financial, LLC
|
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Great West Life Assurance Co /can/
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
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|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
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|
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|
Sona Asset Management (us) Llc
|
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Founders Financial Alliance, LLC
|
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|
Evergreen Capital Management Llc
|
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|
Walleye Trading LLC
|
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|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
OnyxPoint Global Management LP
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
RR Advisors, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Situational Awareness LP
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Resolute Capital Asset Partners LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Lloyd Harbor Capital Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
Webs Creek Capital Management LP
|
|
|
|
|
