|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
QGMIX - AQR Funds - AQR Global Macro Fund Class I
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
RWWM, Inc.
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Southeastern Asset Management Inc/tn/
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Mount Capital Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
III Capital Management
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
RK Asset Management, LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Global Value Investment Corp.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Criteria Caixa, S.a.u.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
