|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
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|
CX Institutional
|
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|
Field & Main Bank
|
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|
IMC-Chicago, LLC
|
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|
Mercer Global Advisors Inc /adv
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|
Brown Brothers Harriman & Co
|
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|
Covestor Ltd
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
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|
Meeder Advisory Services, Inc.
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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Lincoln Capital LLC
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FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
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|
CBIZ Investment Advisory Services, LLC
|
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Avantax Advisory Services, Inc.
|
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Westpac Banking Corp
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Rathbone Brothers plc
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Allianz Asset Management GmbH
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Fayez Sarofim & Co
|
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New Millennium Group LLC
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Bogart Wealth, LLC
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Nfj Investment Group, Llc
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
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TFC Financial Management
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Clark Capital Management Group, Inc.
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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Mufg Securities Americas Inc.
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Empowered Funds, LLC
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Goldman Sachs Group Inc
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BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
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Dumont & Blake Investment Advisors Llc
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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Brandywine Global Investment Management, LLC
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Qrg Capital Management, Inc.
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Forza Wealth Management, LLC
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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Wealthspire Advisors, LLC
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Atlantic Trust, LLC
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Mesirow Financial Investment Management, Inc.
|
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Bradley Foster & Sargent Inc/ct
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HB Wealth Management, LLC
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Nissay Asset Management Corp /japan/ /adv
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Summit Trail Advisors, Llc
|
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Atria Investments Llc
|
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PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
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|
Massachusetts Financial Services Co /ma/
|
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Cresset Asset Management, LLC
|
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|
Continental Advisors Llc
|
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|
Plato Investment Management Ltd
|
|
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|
Signal Advisors Wealth, LLC
|
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|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
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|
Gulf International Bank (UK) Ltd
|
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|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
|
|
|
Captrust Financial Advisors
|
|
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
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|
|
|
|
Fairview Capital Investment Management, Llc
|
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ORG Wealth Partners, LLC
|
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|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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|
|
Howard Hughes Medical Institute
|
|
|
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|
|
Nicholas Company, Inc.
|
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|
Eqis Capital Management, Inc.
|
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|
Avestar Capital, LLC
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
|
|
Huntington National Bank
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
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|
Hm Payson & Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
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|
|
|
Wimmer Associates 1, Llc
|
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|
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|
|
Walleye Trading LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
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|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Governors Lane LP
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Harmony Asset Management Llc
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
Gables Capital Management Inc.
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IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Ethic Inc.
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
Hoertkorn Richard Charles
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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|
Cornercap Investment Counsel Inc
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THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
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Natixis Advisors, L.p.
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Voya Investment Management Llc
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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Quantinno Capital Management LP
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SOUTH STATE Corp
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MASTERINVEST Kapitalanlage GmbH
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DiNuzzo Private Wealth, Inc.
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Johnson Financial Group, Inc.
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IFG Advisory, LLC
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Utah Retirement Systems
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Bridgeway Capital Management Inc
|
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MCF Advisors LLC
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HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
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California Public Employees Retirement System
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Royal London Asset Management Ltd
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Horizon Funds - Centre American Select Equity Fund Investor Class
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Mount Yale Investment Advisors, LLC
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Highline Wealth Partners Llc
|
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Change Path, LLC
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Bank of New York Mellon Corp
|
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S.A. Mason LLC
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MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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Russell Investments Group, Ltd.
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Simplicity Wealth,LLC
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Jacobs Levy Equity Management, Inc
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Chevy Chase Trust Holdings, Inc.
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
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SageView Advisory Group, LLC
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Fifth Third Bancorp
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Simplex Trading, Llc
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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Capital Advisors, Ltd. LLC
|
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Alliancebernstein L.p.
|
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MetLife Investment Management, LLC
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Royal Bank Of Canada
|
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Board of the Pension Protection Fund
|
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Reyes Financial Architecture, Inc.
|
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Evergreen Capital Management Llc
|
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Ontario Teachers Pension Plan Board
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
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|
Ensign Peak Advisors, Inc
|
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FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
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|
Canvas Wealth Advisors, LLC
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
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|
Private Trust Co Na
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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|
GM Advisory Group, Inc.
|
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|
Ameritas Advisory Services, LLC
|
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|
New Mexico Educational Retirement Board
|
|
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|
Private Wealth Management Group, LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Mairs & Power Inc
|
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|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
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|
Nemes Rush Group LLC
|
|
|
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|
DiMeo Schneider & Associates, L.L.C.
|
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Us Bancorp \de\
|
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|
Westover Capital Advisors, LLC
|
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Boston Family Office Llc
|
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
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|
Mach-1 Financial Group, Inc.
|
|
|
|
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|
Rakuten Investment Management, Inc.
|
|
|
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|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Glaxis Capital Management, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
North Reef Capital Management LP
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
Trifecta Capital Advisors, LLC
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
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Creative Financial Designs Inc /adv
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Baker Avenue Asset Management, LP
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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AustralianSuper Pty Ltd
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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Mizuho Securities Usa Llc
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Virtus Investment Advisers, Inc.
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J. W. Coons Advisors, LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Marble Harbor Investment Counsel, LLC
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
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RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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Truist Financial Corp
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Davis R M Inc
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New Age Alpha Advisors, LLC
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InvesTrust
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Kilter Group LLC
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BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
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STRV - EA Series Trust - Strive 500 ETF
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National Bank Of Canada /fi/
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Holocene Advisors, LP
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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Jane Street Group, Llc
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Maseco Llp
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
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Comerica Bank
|
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Louisiana State Employees Retirement System
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Whittier Trust Co Of Nevada Inc
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USS Investment Management Ltd
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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Fulton Breakefield Broenniman Llc
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
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Contravisory Investment Management, Inc.
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
ORG Partners LLC
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Warren Averett Asset Management, LLC
|
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Lowe Brockenbrough & Co Inc
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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|
Aviance Capital Partners, LLC
|
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Navellier & Associates Inc
|
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|
Bank Of America Corp /de/
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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|
LaFleur & Godfrey LLC
|
|
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|
Global Retirement Partners, LLC
|
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|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
Bare Financial Services, Inc
|
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|
Horizon Investments, LLC
|
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First Pacific Financial
|
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|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
Hussman Strategic Advisors, Inc.
|
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|
Apollon Wealth Management, LLC
|
|
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|
Tortoise Investment Management, LLC
|
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|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
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|
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|
|
Wellington Management Group Llp
|
|
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|
|
|
Bokf, Na
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Global Frontier Investments LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Speece Thorson Capital Group Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
First Community Trust Na
|
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|
TCTC Holdings, LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund
|
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|
BlackRock, Inc.
|
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First Financial Corp /in/
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
M&t Bank Corp
|
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|
Van Hulzen Asset Management, LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
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|
Rialto Wealth Management, LLC
|
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Delta Asset Management Llc/tn
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Kera Capital Partners, Inc.
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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|
Retirement Systems of Alabama
|
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Adviser Investments LLC
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BCS Private Wealth Management, Inc.
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Mirae Asset Global Investments Co., Ltd.
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Citizens Financial Group Inc/ri
|
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PENN SERIES FUNDS INC - Mid Core Value Fund
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Tudor Investment Corp Et Al
|
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Mather Group, Llc.
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Garland Capital Management Inc
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Cherry Tree Wealth Management, LLC
|
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
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Trust Investment Advisors
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Oceanside Advisors LLC
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Lantz Financial LLC
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LRI Investments, LLC
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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VestGen Advisors, LLC
|
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Sterling Capital Management LLC
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Ing Groep Nv
|
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Cura Wealth Advisors, Llc
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FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
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North Star Investment Management Corp.
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Sierra Ocean, Llc
|
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Cerity Partners LLC
|
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WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Cambridge Investment Research Advisors, Inc.
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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Park Place Capital Corp
|
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Manchester Capital Management LLC
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Integrated Wealth Concepts LLC
|
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iA Global Asset Management Inc.
|
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Natixis
|
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State Street Corp
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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Pflug Koory, LLC
|
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Prestige Wealth Management Group LLC
|
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Boston Trust Walden Corp
|
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Taconic Capital Advisors LP
|
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HHM Wealth Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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Nomura Asset Management Co Ltd
|
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Symphony Financial, Ltd. Co.
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Blair William & Co/il
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
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|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
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|
AdvisorNet Financial, Inc
|
|
|
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|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
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|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
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|
City National Bank Of Florida /msd
|
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|
Capital Fund Management S.a.
|
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|
|
|
National Pension Service
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
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|
Atwood & Palmer Inc
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
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|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
Vinva Investment Management Ltd
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
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|
Moors & Cabot, Inc.
|
|
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|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
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Spdr S&p 500 Etf Trust
|
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|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
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|
Glenview Trust Co
|
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|
Merit Financial Group, LLC
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|
Advisor Group Holdings, Inc.
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Haverford Trust Co
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Grandfield & Dodd, Llc
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Mission Wealth Management, Lp
|
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|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
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|
Parallel Advisors, LLC
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
Geode Capital Management, Llc
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Rothschild Investment Llc
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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|
Sound Income Strategies, LLC
|
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|
Yousif Capital Management, Llc
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|
Barton Investment Management
|
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Kanawha Capital Management Llc
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
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|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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IXG - iSHARES TRUST - iShares Global Financials ETF
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Live Oak Private Wealth LLC
|
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|
Welch & Forbes Llc
|
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Principal Securities, Inc.
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
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|
CBOE Vest Financial, LLC
|
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|
AlphaStar Capital Management, LLC
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Rnc Capital Management Llc
|
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AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
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EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
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|
Resona Asset Management Co.,Ltd.
|
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Chicago Capital, LLC
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
Zions Bancorporation, National Association /ut/
|
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Oregon Public Employees Retirement Fund
|
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
CVA Family Office, LLC
|
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|
Cape Cod Five Cents Savings Bank
|
|
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|
CIBC Private Wealth Group, LLC
|
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|
Harbour Investments, Inc.
|
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Parkside Financial Bank & Trust
|
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|
Rhumbline Advisers
|
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
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|
Uhlmann Price Securities, Llc
|
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|
Oppenheimer Asset Management Inc.
|
|
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|
|
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
XTX Topco Ltd
|
|
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Bayview Asset Management, Llc
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
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Optimum Investment Advisors
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
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Td Private Client Wealth Llc
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ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class
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Morgan Stanley
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Wedge Capital Management L L P/nc
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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True Wealth Design, LLC
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Panagora Asset Management Inc
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
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Eisler Capital Management Ltd.
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Geneos Wealth Management Inc.
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Private Wealth Partners, LLC
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Pathstone Holdings, LLC
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Massmutual Trust Co Fsb/adv
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Empirical Finance, LLC
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
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RDA Financial Network
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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APG Asset Management N.V.
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Marshall Wace, Llp
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Smith, Salley & Associates
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BRYN MAWR TRUST Co
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Daiwa Securities Group Inc.
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Bruce G. Allen Investments, LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Ag2r La Mondiale Gestion D'actifs
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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Ci Investments Inc.
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Appleton Partners Inc/ma
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BI Asset Management Fondsmaeglerselskab A/S
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Golden State Wealth Management, LLC
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RBF Capital, LLC
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Beacon Financial Group
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
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First Citizens Bank & Trust Co
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STXV - EA Series Trust - Strive 1000 Value ETF
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SYM FINANCIAL Corp
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Somerset Group LLC
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
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Quest 10 Wealth Builders, Inc.
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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MAI Capital Management
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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First City Capital Management, Inc.
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Dai-Ichi Life Insurance Company, Ltd
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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Mbb Public Markets I Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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Advisory Services Network, LLC
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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Annis Gardner Whiting Capital Advisors, LLC
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Farther Finance Advisors, LLC
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Ritholtz Wealth Management
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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Jpmorgan Chase & Co
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Ballentine Partners, LLC
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Pitcairn Co
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Neo Ivy Capital Management
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Andra AP-fonden
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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Provident Investment Management, Inc.
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V-Square Quantitative Management LLC
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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Kentucky Retirement Systems
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Kovitz Investment Group Partners, LLC
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Brown Advisory Inc
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Soundwatch Capital LLC
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FUKOKU MUTUAL LIFE INSURANCE Co
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Patton Fund Management, Inc.
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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Maryland State Retirement & Pension System
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Nova Wealth Management, Inc.
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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JustInvest LLC
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Venturi Wealth Management, LLC
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
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Brown, Lisle/cummings, Inc.
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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LMR Partners LLP
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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Keybank National Association/oh
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CWS Financial Advisors, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Thrivent Financial For Lutherans
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Glenmede Trust Co Na
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Aptus Capital Advisors, LLC
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Arjuna Capital
|
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Gabelli Funds Llc
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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Vontobel Holding Ltd.
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KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
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Citadel Advisors Llc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Harfst & Associates, Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
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Great West Life Assurance Co /can/
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Institutional Investment Strategy Fund
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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CNB Bank
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Grove Bank & Trust
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Barrow Hanley Mewhinney & Strauss Llc
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Close Asset Management Ltd
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Dearborn Partners Llc
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VBCVX - VALIC Co I - Systematic Value Fund
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Quarry LP
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Northern Trust Corp
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Bessemer Group Inc
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West Oak Capital, LLC
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Winch Advisory Services, LLC
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Loomis Sayles & Co L P
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Penserra Capital Management LLC
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Harvest Investment Advisors, LLC
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Wealth Enhancement Advisory Services, Llc
|
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KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
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Allworth Financial LP
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Asset Management One Co., Ltd.
|
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RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
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Erste Asset Management GmbH
|
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Mackenzie Financial Corp
|
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Pacer Advisors, Inc.
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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Pallas Capital Advisors LLC
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
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Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
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|
Tower Research Capital LLC (TRC)
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
Creative Planning
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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State of New Jersey Common Pension Fund D
|
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|
Sei Investments Co
|
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|
American Capital Advisory, LLC
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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