|
EverSource Wealth Advisors, LLC
|
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Beese Fulmer Investment Management, Inc.
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
|
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|
First Trust Advisors Lp
|
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|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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|
Smartleaf Asset Management LLC
|
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|
Morton Community Bank
|
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Quadrant Capital Group Llc
|
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Nisa Investment Advisors, Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Verdence Capital Advisors LLC
|
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|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Gibbs Wealth Management
|
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Capital Fund Management S.a.
|
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Strs Ohio
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Td Private Client Wealth Llc
|
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Strategic Wealth Partners, Ltd.
|
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Bruce G. Allen Investments, LLC
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
|
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DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
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|
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|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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Price T Rowe Associates Inc /md/
|
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Boston Partners
|
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General Partner, Inc.
|
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Level Four Advisory Services, Llc
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Stephens Inc /ar/
|
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MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
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|
Arvest Investments, Inc.
|
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Lowe Wealth Advisors, LLC
|
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Natixis Advisors, L.p.
|
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Ci Investments Inc.
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
Broadleaf Partners, LLC
|
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|
Costello Asset Management, INC
|
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Korea Investment CORP
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
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|
Private Capital Management, LLC
|
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
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|
San Luis Wealth Advisors LLC
|
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|
ORG Partners LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Forsta Ap-fonden
|
|
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Bollard Group LLC
|
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First United Bank Trust/
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
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|
Bank Of America Corp /de/
|
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|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
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|
Pensionfund Sabic
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Hudson Bay Capital Management LP
|
|
|
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|
|
Addison Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Cwm, Llc
|
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|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
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|
Tompkins Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
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|
Hemington Wealth Management
|
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|
Prossimo Advisors, LLC
|
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Ubs Oconnor Llc
|
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Crews Bank & Trust
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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Colonial Trust Co / SC
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
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|
|
SOUTH STATE Corp
|
|
|
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|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
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|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Barclays Plc
|
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Canada Post Corp Registered Pension Plan
|
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|
Financial Perspectives, Inc
|
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Quadcap Wealth Management, LLC
|
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South Dakota Investment Council
|
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|
Federation des caisses Desjardins du Quebec
|
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United Asset Strategies, Inc.
|
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Kovitz Investment Group Partners, LLC
|
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American National Bank
|
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|
Signature Resources Capital Management, LLC
|
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Intrust Bank Na
|
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|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
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|
Envestnet Asset Management Inc
|
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|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Geode Capital Management, Llc
|
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|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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|
|
|
Utah Retirement Systems
|
|
|
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|
Millennium Management Llc
|
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Asset Management One Co., Ltd.
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
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|
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|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Park Place Capital Corp
|
|
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|
1620 Investment Advisors, Inc.
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
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|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Decade Renewable Partners Lp
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
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|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Woodline Partners LP
|
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|
Semmax Financial Advisors Inc.
|
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|
Yousif Capital Management, Llc
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
Catalyst Capital Advisors LLC
|
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|
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|
Farmers Trust Co
|
|
|
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|
Curat Global, LLC
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|
|
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
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|
Fourth Dimension Wealth, LLC
|
|
|
|
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|
Concord Wealth Partners
|
|
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
Legal & General Group Plc
|
|
|
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LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
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|
Retirement Systems of Alabama
|
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|
Empirical Finance, LLC
|
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SOA Wealth Advisors, LLC.
|
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Old Republic International Corp
|
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Bank Of Montreal /can/
|
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Voleon Capital Management Lp
|
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|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
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|
Brandywine Global Investment Management, LLC
|
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|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
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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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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Beacon Financial Advisory LLC
|
|
|
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Stratos Wealth Partners, LTD.
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
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|
Van Eck Associates Corp
|
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|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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Walleye Trading LLC
|
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|
Glen Eagle Advisors, LLC
|
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Rehmann Capital Advisory Group
|
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Vestmark Advisory Solutions, Inc.
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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S&t Bank/pa
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Princeton Global Asset Management LLC
|
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Dunhill Financial, LLC
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Scientech Research LLC
|
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|
HighTower Advisors, LLC
|
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Olistico Wealth, LLC
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Ccm Investment Advisers Llc
|
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UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
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|
Larson Financial Group LLC
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
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|
Investors Research Corp
|
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|
Maryland State Retirement & Pension System
|
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|
Trust Co Of Vermont
|
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Twelve Points Wealth Management LLC
|
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|
Twinbeech Capital Lp
|
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|
Wesbanco Bank Inc
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
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|
Regions Financial Corp
|
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|
CHICAGO TRUST Co NA
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
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|
Machina Capital S.a.s.
|
|
|
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|
Whipplewood Advisors, LLC
|
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|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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|
Financial Management Professionals, Inc.
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Stephens Consulting, LLC
|
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|
Searle & Co.
|
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|
Y.D. More Investments Ltd
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
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|
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|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
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|
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|
UBS Group AG
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
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|
Benjamin Edwards Inc
|
|
|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
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|
|
Engineers Gate Manager LP
|
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|
Group One Trading, L.p.
|
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|
GAMMA Investing LLC
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Waterloo Capital, L.P.
|
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Westside Investment Management, Inc.
|
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Umb Bank N A/mo
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
|
Axq Capital, Lp
|
|
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|
|
|
SG Americas Securities, LLC
|
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|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
Ancora Advisors, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
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|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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|
|
International Assets Investment Management, Llc
|
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|
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|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
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|
Petrus Trust Company, LTA
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
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|
Tsfg, Llc
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
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|
|
|
Callahan Advisors, LLC
|
|
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|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
MetLife Investment Management, LLC
|
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|
Jefferies Financial Group Inc.
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
HFM Investment Advisors, LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Rakuten Investment Management, Inc.
|
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|
Caitong International Asset Management Co., Ltd
|
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|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
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|
|
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|
State of Wyoming
|
|
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|
Sunbelt Securities, Inc.
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
OnyxPoint Global Management LP
|
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|
Assetmark, Inc
|
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|
Prudential Plc
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
Accredited Wealth Management, LLC
|
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ZAP - Global X Funds - Global X U.S. Electrification ETF
|
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Snowden Capital Advisors LLC
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Texas Permanent School Fund
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Wells Trecaso Financial Group, LLC
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
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|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
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|
Scotia Capital Inc.
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Farther Finance Advisors, LLC
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Chevy Chase Trust Holdings, Inc.
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Lindbrook Capital, Llc
|
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Cornerstone Wealth Group, LLC
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Center for Financial Planning, Inc.
|
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Empowered Funds, LLC
|
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Ostrum Asset Management
|
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XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Tritonpoint Wealth, Llc
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
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|
Financial Advisors Network, Inc.
|
|
|
|
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
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RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
|
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Keudell/Morrison Wealth Management
|
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Congress Wealth Management LLC / DE /
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Ontario Teachers Pension Plan Board
|
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California Public Employees Retirement System
|
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Guggenheim Strategic Opportunities Fund
|
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Pinnacle Bancorp, Inc.
|
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Hartland & Co., LLC
|
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Rise Advisors, LLC
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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CIBC Private Wealth Group, LLC
|
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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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|
NorthRock Partners, LLC
|
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Atria Investments Llc
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
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|
Victory Capital Management Inc
|
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|
Huber Capital Management LLC
|
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|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
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|
Dakota Wealth Management
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
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|
Hrt Financial Lp
|
|
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Integrated Wealth Concepts LLC
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
1858 Wealth Management, Llc
|
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|
Wealthfront Advisers Llc
|
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|
Centricity Wealth Management, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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My Legacy Advisors, LLC
|
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|
CVA Family Office, LLC
|
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|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
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|
|
Oakworth Capital, Inc.
|
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Private Trust Co Na
|
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|
Jump Financial, LLC
|
|
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Man Group plc
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
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|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
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|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Rossby Financial, LCC
|
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
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|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
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|
Public Employees Retirement System Of Ohio
|
|
|
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|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
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|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Lido Advisors, LLC
|
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|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
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|
|
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|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
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|
Millington Financial Advisors, LLC
|
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|
|
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|
Geneos Wealth Management Inc.
|
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Jackson Hole Capital Partners, LLC
|
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Spirit Of America Management Corp/ny
|
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EP Wealth Advisors, Inc.
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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Roxbury Financial LLC
|
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Whittier Trust Co
|
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Marshall Wace, Llp
|
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Richardson Financial Services Inc.
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Wiley Bros.-aintree Capital, Llc
|
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PineBridge Investments, L.P.
|
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SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Capital Advisors, Ltd. LLC
|
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Burford Brothers, Inc.
|
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We Are One Seven, LLC
|
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Nomura Asset Management Co Ltd
|
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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Oxford Asset Management Llp
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YANKCOM Partnership
|
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Mizuho Securities Usa Llc
|
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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Dnp Select Income Fund Inc
|
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WealthTrak Capital Management LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Advisors Management Group Inc /adv
|
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Bernard Wealth Management Corp.
|
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Sterling Investment Counsel, LLC
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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Tredje AP-fonden
|
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Teachers Retirement System Of The State Of Kentucky
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Virginia Retirement Systems Et Al
|
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FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
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|
Gamco Investors, Inc. Et Al
|
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Elevation Series Trust - RiverNorth Patriot ETF
|
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Bell Investment Advisors, Inc
|
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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Holos Integrated Wealth LLC
|
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ROSS\JOHNSON & Associates LLC
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Fortis Group Advisors, LLC
|
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Colony Group, LLC
|
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Bokf, Na
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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|
Rothschild Investment Llc
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Horizon Investments, LLC
|
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IFM Investors Pty Ltd
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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ProShare Advisors LLC
|
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Tocqueville Asset Management L.p.
|
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United Capital Financial Advisers, Llc
|
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Capital International Sarl
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Sigma Planning Corp
|
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Two Sigma Advisers, Lp
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
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|
Alliancebernstein L.p.
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Amalgamated Bank
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
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|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
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|
Dynasty Wealth Management, Llc
|
|
|
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Balanced Wealth Group Llc
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FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Compass Financial Services Inc
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Charles Schwab Investment Management Inc
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
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Presper Financial Architects, LLC
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
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Naples Global Advisors, Llc
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Mizuho Securities Usa Llc
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Warren Averett Asset Management, LLC
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Guggenheim Capital Llc
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
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Lantz Financial LLC
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Morgan Stanley
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Atlantic Trust, LLC
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Truist Financial Corp
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
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Montag A & Associates Inc
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Ascent Group, LLC
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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Mystic Asset Management, Inc.
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Susquehanna Fundamental Investments, Llc
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BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
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Simplex Trading, Llc
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Boyd Watterson Asset Management Llc/oh
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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VCGAX - VALIC Co I - Growth & Income Fund
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Raymond James Financial Inc
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Twin Tree Management, LP
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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Brown Brothers Harriman & Co
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Frank, Rimerman Advisors LLC
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Nbc Securities, Inc.
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MAI Capital Management
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JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
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Citadel Advisors Llc
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
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Spire Wealth Management
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EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
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