|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
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|
Intrust Bank Na
|
|
|
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|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
|
First American Bank
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
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|
Vaughan David Investments Inc/il
|
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|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Great Valley Advisor Group, Inc.
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|
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|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
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|
Asahi Life Asset Management Co., Ltd.
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|
HighVista Strategies LLC
|
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Cypress Capital Group
|
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Trustmark National Bank Trust Department
|
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|
Equitable Trust Co
|
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|
|
Mystic Asset Management, Inc.
|
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|
Hussman Strategic Advisors, Inc.
|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
Capstone Investment Advisors, Llc
|
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Two Sigma Investments, Lp
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Resolution Capital Ltd
|
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Sandy Spring Bank
|
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|
Diversified Enterprises, LLC
|
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|
Macquarie Group Ltd
|
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CENTRAL TRUST Co
|
|
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|
Cullen/frost Bankers, Inc.
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
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|
|
Stephens Consulting, LLC
|
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|
|
New England Capital Financial Advisors LLC
|
|
|
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|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
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|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
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|
|
Jackson Hole Capital Partners, LLC
|
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|
|
Raymond James Financial Inc
|
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|
|
Investment Management Corp of Ontario
|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
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|
|
RDA Financial Network
|
|
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|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
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|
|
D. E. Shaw & Co., Inc.
|
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|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
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|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
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|
|
|
LVW Advisors, LLC
|
|
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|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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|
|
TKG Advisors, LLC
|
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|
Dogwood Wealth Management LLC
|
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|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
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|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
|
Eagle Rock Investment Company, Llc
|
|
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|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
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|
|
BancorpSouth Bank
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Burkehill Global Management, LP
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
California State Teachers Retirement System
|
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
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|
Ing Groep Nv
|
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
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|
Citadel Advisors Llc
|
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Lindbrook Capital, Llc
|
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StrongBox Wealth, LLC
|
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Gulf International Bank (UK) Ltd
|
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|
Wellington Shields & Co., LLC
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Trilogy Capital Inc.
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Fortitude Family Office, LLC
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TruWealth Advisors, LLC
|
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Swiss National Bank
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Burney Co/
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Kestra Private Wealth Services, Llc
|
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|
Bank of New Hampshire
|
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|
Delta Asset Management Llc/tn
|
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Orion Portfolio Solutions, LLC
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
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|
IFG Advisory, LLC
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Voleon Capital Management Lp
|
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Two Sigma Advisers, Lp
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Toroso Investments, LLC
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Hrt Financial Lp
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Lavaca Capital Llc
|
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AllSquare Wealth Management LLC
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R Squared Ltd
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Sequent Asset Management, LLC
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CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
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Citigroup Inc
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
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VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
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Machina Capital S.a.s.
|
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AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
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Brown Advisory Inc
|
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Goldman Sachs Group Inc
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Bell Investment Advisors, Inc
|
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UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
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Cape Investment Advisory, Inc.
|
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Morton Community Bank
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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Liberty One Investment Management, Llc
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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Legacy Wealth Managment, LLC/ID
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
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EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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|
Genus Capital Management Inc.
|
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Daiwa Securities Group Inc.
|
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RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
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Russell Investments Group, Ltd.
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
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|
Farringdon Capital, Ltd.
|
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Knollwood Investment Advisory, LLC
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Picton Mahoney Asset Management
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
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|
Magnetar Financial LLC
|
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|
Optivise Advisory Services LLC
|
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|
Blume Capital Management, Inc.
|
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|
Atria Investments Llc
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
|
Wesbanco Bank Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Duff & Phelps Investment Management Co
|
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Brinker Capital Investments, LLC
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Rise Advisors, LLC
|
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|
iA Global Asset Management Inc.
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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DRW Securities, LLC
|
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Janus Henderson Group Plc
|
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Garda Capital Partners Lp
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Tortoise Energy Infrastructure Corp
|
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|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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First County Bank /CT/
|
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N.E.W. Advisory Services LLC
|
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Atria Wealth Solutions, Inc.
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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GW&K Investment Management, LLC
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Diversified Trust Co
|
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Nuveen Multi-Asset Income Fund
|
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Qsemble Capital Management, LP
|
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Investment Management Corp /va/ /adv
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United Capital Financial Advisers, Llc
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Arista Wealth Management, LLC
|
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GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
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|
Tsfg, Llc
|
|
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|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Schonfeld Strategic Advisors LLC
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Dnp Select Income Fund Inc
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CWM Advisors, LLC
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Soros Fund Management Llc
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Louisiana State Employees Retirement System
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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Ibex Wealth Advisors
|
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Ballentine Partners, LLC
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Journey Strategic Wealth Llc
|
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Savant Capital, LLC
|
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Ameritas Advisory Services, LLC
|
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Virginia Retirement Systems Et Al
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Howard Hughes Medical Institute
|
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Smith, Moore & Co.
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Bridgefront Capital, LLC
|
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Wealthfront Advisers Llc
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Baker Ellis Asset Management LLC
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Cantor Fitzgerald Sustainable Infrastructure Fund
|
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|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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Stanley-Laman Group, Ltd.
|
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Magellan Asset Management Ltd
|
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Neuberger Berman Group LLC
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Rsm Us Wealth Management Llc
|
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Valued Wealth Advisors LLC
|
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Jmac Enterprises Llc
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
Moran Wealth Management, LLC
|
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Ransom Advisory, Ltd
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Code Waechter LLC
|
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|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
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|
Copperleaf Capital, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
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|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
|
Merewether Investment Management, LP
|
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|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
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|
Mustard Seed Financial, LLC
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
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|
Ronald Blue Trust, Inc.
|
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|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
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|
Millennium Management Llc
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
Prospera Financial Services Inc
|
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|
Franklin Resources Inc
|
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|
Affinity Investment Advisors, Llc
|
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|
ExodusPoint Capital Management, LP
|
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|
PFS Partners, LLC
|
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|
New Age Alpha Advisors, LLC
|
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|
Activest Wealth Management
|
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|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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|
Summit Trail Advisors, Llc
|
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|
Norges Bank
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Aqr Capital Management Llc
|
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|
Sierra Ocean, Llc
|
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LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
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|
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|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
DekaBank Deutsche Girozentrale
|
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|
Bank Of Nova Scotia
|
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Point72 (DIFC) Ltd
|
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
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|
|
Maple-Brown Abbott Ltd
|
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|
OneAscent Investment Solutions LLC
|
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|
James Investment Research Inc
|
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|
Gabelli Global Utility & Income Trust
|
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
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|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
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|
|
Principal Financial Group Inc
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
111 Capital
|
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|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
UBS Group AG
|
|
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|
Total Investment Management Inc
|
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Bmc Fund Inc
|
|
|
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|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
Richard Bernstein Advisors LLC
|
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|
Wedbush Securities Inc
|
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|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
Focus Financial Network, Inc.
|
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|
M&t Bank Corp
|
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Natixis
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
Teilinger Capital Ltd.
|
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|
Hennion & Walsh Asset Management, Inc.
|
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Partners Capital Investment Group, Llp
|
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|
MFA Wealth Services
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
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|
Glen Eagle Advisors, LLC
|
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Profunds - Profund Vp Utilities
|
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|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
Los Angeles Capital Management Llc
|
|
|
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|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
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|
|
JustInvest LLC
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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|
Amundi
|
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|
Alkeon Capital Management Llc
|
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|
Pacitti Group Inc.
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|
Dimensional Fund Advisors Lp
|
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|
Silvant Capital Management LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
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|
Midwest Trust Co
|
|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
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|
Westend Capital Management LLC
|
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Schroder Investment Management Group
|
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CHURCHILL MANAGEMENT Corp
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
SG Americas Securities, LLC
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Volterra Technologies LP
|
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National Pension Service
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Plante Moran Financial Advisors, LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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John Hancock Premium Dividend Fund
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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American Capital Advisory, LLC
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Hartland & Co., LLC
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Astoria Portfolio Advisors LLC.
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Covestor Ltd
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Envestnet Asset Management Inc
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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|
Semmax Financial Advisors Inc.
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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New York Life Investment Management Llc
|
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
A. D. Beadell Investment Counsel, Inc.
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Integrity Alliance, Llc.
|
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Leeward Investments, LLC - MA
|
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Virtus Investment Advisers, Inc.
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IHT Wealth Management, LLC
|
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Global Retirement Partners, LLC
|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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|
Twin Tree Management, LP
|
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|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Evergreen Capital Management Llc
|
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Boston Partners
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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CFS Investment Advisory Services, LLC
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Portside Wealth Group, LLC
|
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Lmcg Investments, Llc
|
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Wolverine Trading, Llc
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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|
Key FInancial Inc
|
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|
Pacer Advisors, Inc.
|
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Johnson Financial Group, Inc.
|
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|
Longboard Asset Management, LP
|
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|
Wakefield Asset Management LLLP
|
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|
First Command Advisory Services, Inc.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
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|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
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|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
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|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
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|
|
|
Keel Point, LLC
|
|
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|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
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|
CIBC Asset Management Inc
|
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|
ASR Vermogensbeheer N.V.
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Kempen Capital Management N.v.
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Brevan Howard Capital Management LP
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Entropy Technologies, LP
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Manchester Capital Management LLC
|
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|
DT Investment Partners, LLC
|
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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|
Mitchell Mcleod Pugh & Williams Inc
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|
Foster & Motley Inc
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Verition Fund Management LLC
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Mml Investors Services, Llc
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Twin City Private Wealth, Llc
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ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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Capital Investment Advisors, LLC
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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Fox Hill Wealth Management
|
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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Advisor Group Holdings, Inc.
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Wealth Architects, LLC
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Balyasny Asset Management Llc
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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Mariner Investment Group Llc
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
Voya Infrastructure, Industrials & Materials Fund
|
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|
Soltis Investment Advisors LLC
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Concentric Capital Strategies, LP
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Advisors Management Group Inc /adv
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Summit Financial, LLC
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
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Teza Capital Management LLC
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Colonial Trust Co / SC
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Nisa Investment Advisors, Llc
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
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Thrivent Financial For Lutherans
|
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Tortoise Capital Advisors, L.l.c.
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Avidian Wealth Solutions, LLC
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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Principal Diversified Select Real Asset Fund
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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|
Montag A & Associates Inc
|
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|
Oliver Luxxe Assets LLC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Trust Co Of Vermont
|
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Zimmer Partners, LP
|
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ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
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|
Global Trust Asset Management, LLC
|
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NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
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|
Ascent Group, LLC
|
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|
Keybank National Association/oh
|
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Harvest Investment Services, LLC
|
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|
DHJJ Financial Advisors, Ltd.
|
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YANKCOM Partnership
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
Hm Payson & Co
|
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|
Tema Etfs Llc
|
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|
Pingora Partners LLC
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
Fsb Premier Wealth Management, Inc.
|
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|
Stokes Family Office, LLC
|
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|
Private Trust Co Na
|
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|
Atlas Capital Advisors Llc
|
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
Vestmark Advisory Solutions, Inc.
|
|
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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William Blair Investment Management, Llc
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Goelzer Investment Management, Inc.
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Voya Financial Advisors, Inc.
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Second Half Financial Partners, LLC
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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Chicago Capital, LLC
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Sigma Investment Counselors Inc
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Clarius Group, LLC
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Successful Portfolios LLC
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Sherbrooke Park Advisers Llc
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Bartlett & Co. Wealth Management Llc
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ESL Trust Services, LLC
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Horizon Funds - Centre Global Infrastructure Fund Investor Class
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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Rench Wealth Management, Inc.
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MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
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Sterling Capital Management LLC
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
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Commerce Bank
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
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TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
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Sentry Investment Management Llc
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UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
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Jump Financial, LLC
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Gabelli Funds Llc
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SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
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Brighton Jones Llc
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Empowered Funds, LLC
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Coston, McIsaac & Partners
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
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Asset Management One Co., Ltd.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Values First Advisors, Inc.
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
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Ashton Thomas Private Wealth, LLC
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Umb Bank N A/mo
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Mv Capital Management, Inc.
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Alteri Wealth LLC
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Decade Renewable Partners Lp
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Versus Capital Infrastructure Income Fund
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Generali Asset Management SPA SGR
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Versant Capital Management, Inc
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Holos Integrated Wealth LLC
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Axa S.a.
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Walleye Capital LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Banco Bilbao Vizcaya Argentaria, S.a.
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Securian Asset Management, Inc
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Oak Thistle LLC
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Webster Bank, N. A.
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SBI Securities Co., Ltd.
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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G&S Capital LLC
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Arizona State Retirement System
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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Bruce G. Allen Investments, LLC
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Coastline Trust Co
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Shelton Capital Management
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Forte Capital Llc /adv
|
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Heritage Wealth Advisors
|
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B. Metzler seel. Sohn & Co. AG
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FRG Family Wealth Advisors LLC
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BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
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Larson Financial Group LLC
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SOA Wealth Advisors, LLC.
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Yaupon Capital Management LP
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
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Winton Capital Group Ltd
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ORG Wealth Partners, LLC
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Simmons Bank
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Pin Oak Investment Advisors Inc
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Wealth Advisors of Tampa Bay, LLC
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True North Advisors, LLC
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Eventide Asset Management, Llc
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Hollencrest Capital Management
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CI Private Wealth, LLC
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Dai-Ichi Life Insurance Company, Ltd
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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State Of Michigan Retirement System
|
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Transce3nd, LLC
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Atlantic Union Bankshares Corp
|
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Td Private Client Wealth Llc
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
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State of Wyoming
|
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Toronto Dominion Bank
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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Dark Forest Capital Management Lp
|
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Mark Sheptoff Financial Planning, Llc
|
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Royal London Asset Management Ltd
|
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|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
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|
Clough Capital Partners L P
|
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|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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Graham Capital Management, L.P.
|
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Bleakley Financial Group, LLC
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
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|
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|
Marino, Stram & Associates Llc
|
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|
Wedmont Private Capital
|
|
|
|
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|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
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|
|
Regal Investment Advisors LLC
|
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|
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|
Ausbil Investment Management Ltd
|
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|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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|
Rare Infrastructure Ltd
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Pflug Koory, LLC
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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|
|
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|
Simplex Trading, Llc
|
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|
Investors Research Corp
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
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|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
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|
Qrg Capital Management, Inc.
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
Platform Technology Partners
|
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|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
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|
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|
|
HighMark Wealth Management LLC
|
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|
|
USA Financial Portformulas Corp
|
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|
United Asset Strategies, Inc.
|
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|
Segall Bryant & Hamill, Llc
|
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|
|
Quaero Capital S.A.
|
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|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
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|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
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|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
|
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|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Argent Advisors, Inc.
|
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|
|
|
|
Segment Wealth Management, LLC
|
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|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
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Us Bancorp \de\
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Van Eck Associates Corp
|
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
Cromwell Holdings LLC
|
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|
Resources Investment Advisors, LLC.
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|
Tudor Investment Corp Et Al
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
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|
Regions Financial Corp
|
|
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|
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|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
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|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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|
Howe & Rusling Inc
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VCAAX - VALIC Co I - Asset Allocation Fund
|
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Farmers & Merchants Investments Inc
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Pictet Asset Management Holding SA
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|
Sunbelt Securities, Inc.
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Chevy Chase Trust Holdings, Inc.
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Perigon Wealth Management, LLC
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Cigna Investments Inc /new
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Reaves Utility Income Fund
|
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Martingale Asset Management L P
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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TruNorth Capital Management, LLC
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Westover Capital Advisors, LLC
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WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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National Asset Management, Inc.
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Sowell Financial Services LLC
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JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
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Johnson Investment Counsel Inc
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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Steward Partners Investment Advisory, Llc
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Inman Jager Wealth Management, LLC
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Gen-Wealth Partners Inc
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My Legacy Advisors, LLC
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Sienna Gestion
|
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Pinnacle Wealth Management Advisory Group, LLC
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
Romano Brothers And Company
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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Aviva Plc
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SummitTX Capital, L.P.
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Annis Gardner Whiting Capital Advisors, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
SageView Advisory Group, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Rafferty Asset Management, LLC
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Motco
|
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|
Hsbc Holdings Plc
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Nomura Holdings Inc
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First PREMIER Bank
|
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Kestra Investment Management, LLC
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
Tri-continental Corp
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Bank Of Montreal /can/
|
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Marks Group Wealth Management, Inc
|
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Parkside Financial Bank & Trust
|
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Northstar Financial Companies, Inc.
|
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Qube Research & Technologies Ltd
|
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Federation des caisses Desjardins du Quebec
|
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|
Duff & Phelps Global Utility Income Fund Inc.
|
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|
Kathmere Capital Management, LLC
|
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|
New Millennium Group LLC
|
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|
Jones Financial Companies Lllp
|
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
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|
|
Palumbo Wealth Management LLC
|
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|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
|
Reyes Financial Architecture, Inc.
|
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
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|
Wealth Enhancement Advisory Services, Llc
|
|
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|
Trueblood Wealth Management, LLC
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
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|
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|
|
Whittier Trust Co
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
CMC Financial Group
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Arrow Capital Pty Ltd
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
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Wells Fargo Utilities & High Income Fund
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CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
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Fifth Third Wealth Advisors LLC
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Atom Investors LP
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Apollon Wealth Management, LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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Everence Capital Management Inc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Neo Ivy Capital Management
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Brookfield Asset Management Inc.
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Ameritas Investment Partners, Inc.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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Crestwood Advisors Group LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
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First Trust Advisors Lp
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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Sound Income Strategies, LLC
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Duncker Streett & Co Inc
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Great West Life Assurance Co /can/
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BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
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Gf Fund Management Co. Ltd.
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Maryland State Retirement & Pension System
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Howard Capital Management Inc.
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Foundations Investment Advisors, LLC
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D.a. Davidson & Co.
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Jfs Wealth Advisors, Llc
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
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Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
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Sandia Investment Management LP
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Pinnacle Bancorp, Inc.
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Meridian Investment Counsel Inc.
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FORA Capital, LLC
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GWM Advisors LLC
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
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Prudential Plc
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Gilliland Jeter Wealth Management LLC
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Sei Investments Co
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Agf Management Ltd
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Tounjian Advisory Partners, Llc
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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National Bank Of Canada /fi/
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Susquehanna Fundamental Investments, Llc
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
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CarsonAllaria Wealth Management, Ltd.
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
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Spinnaker Trust
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Prossimo Advisors, LLC
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Clearbridge Investments, LLC
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Mariner, LLC
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TFC Financial Management
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
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Peapack Gladstone Financial Corp
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Avion Wealth
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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Capital Fund Management S.a.
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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OneAscent Wealth Management LLC
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