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Schwarz Dygos Wheeler Investment Advisors Llc
|
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California Public Employees Retirement System
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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|
Cetera Trust Company, N.A
|
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Anchor Investment Management, LLC
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Boston Partners
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Macquarie Group Ltd
|
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|
Janney Capital Management LLC
|
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Cranbrook Wealth Management, LLC
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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Octavia Wealth Advisors, LLC
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FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
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Harbor Investment Advisory, Llc
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Solidarilty Wealth, LLC
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Armis Advisers, LLC
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Missouri Trust & Investment Co
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Shell Asset Management Co
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UniSuper Management Pty Ltd
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BI Asset Management Fondsmaeglerselskab A/S
|
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Everence Capital Management Inc
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Murphy & Mullick Capital Management Corp
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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Greystone Financial Group, LLC
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Center for Financial Planning, Inc.
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Quarry LP
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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Kingstone Capital Partners Texas, LLC
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Intech Investment Management Llc
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True Wealth Design, LLC
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Yelin Lapidot Holdings Management Ltd.
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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Knollwood Investment Advisory, LLC
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
AdvisorNet Financial, Inc
|
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LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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Financial Freedom, LLC
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Mutual Advisors, LLC
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Hemington Wealth Management
|
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Zimmer Partners, LP
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WealthTrust Axiom LLC
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SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
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Capital Analysts, Inc.
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Charles Schwab Trust Co
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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Gryphon Financial Partners LLC
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Motco
|
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Resources Investment Advisors, LLC.
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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Ilmarinen Mutual Pension Insurance Co
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Canada Post Corp Registered Pension Plan
|
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Farther Finance Advisors, LLC
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JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
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Toronto Dominion Bank
|
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Grantham, Mayo, Van Otterloo & Co. LLC
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HighTower Advisors, LLC
|
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|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
Quantbot Technologies LP
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
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|
Creative Financial Designs Inc /adv
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
Checchi Capital Advisers, LLC
|
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|
American Assets Capital Advisers, LLC
|
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|
White Pine Capital Llc
|
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|
Breakwater Capital Group
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Alpine Global Premier Properties Fund
|
|
|
|
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|
WPG Advisers, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
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|
|
Embree Financial Group
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
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Mufg Securities Americas Inc.
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FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
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Norges Bank
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Steel Peak Wealth Management LLC
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Brighton Jones Llc
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MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A
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TCTC Holdings, LLC
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
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Mogy Joel R Investment Counsel Inc
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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Financial Perspectives, Inc
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SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
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Meeder Advisory Services, Inc.
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Gables Capital Management Inc.
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SRS Capital Advisors, Inc.
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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Jain Global LLC
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Massmutual Trust Co Fsb/adv
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Convergence Investment Partners, LLC
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Ritholtz Wealth Management
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Modera Wealth Management, LLC
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
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Kayne Anderson Rudnick Investment Management Llc
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Vanderbilt University
|
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
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Panagora Asset Management Inc
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Gibbs Wealth Management
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Royal Bank Of Canada
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
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Gillson Capital LP
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Stelac Advisory Services LLC
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Prana Capital Management, LP
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Fifth Third Bancorp
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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Miracle Mile Advisors, LLC
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Chicago Partners Investment Group LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
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PFS Partners, LLC
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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Activest Wealth Management
|
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Smallwood Wealth Investment Management, LLC
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Us Bancorp \de\
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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SAM Advisors, LLC
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Qtron Investments LLC
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Congress Wealth Management LLC / DE /
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Stratos Wealth Advisors, LLC
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Beacon Investment Advisors Llc
|
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Tcw Group Inc
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
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State Street Corp
|
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Moody Lynn & Lieberson, Llc
|
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SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
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|
Fulcrum Capital LLC
|
|
|
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|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
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|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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|
Td Asset Management Inc
|
|
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|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
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|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
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|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
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|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
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|
Mizuho Securities Usa Llc
|
|
|
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|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Land & Buildings Investment Management, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
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|
|
Park Square Financial Group, LLC
|
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|
Asset Dedication, LLC
|
|
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|
Wedbush Securities Inc
|
|
|
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|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
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|
|
Arkadios Wealth Advisors
|
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|
Royal London Asset Management Ltd
|
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Nova Wealth Management, Inc.
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
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|
Bell Investment Advisors, Inc
|
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|
Harwood Advisory Group, LLC
|
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Wealthcare Advisory Partners LLC
|
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Point72 Asia (Singapore) Pte. Ltd.
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Old Point Trust & Financial Services N A
|
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Manchester Capital Management LLC
|
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Sequoia Financial Advisors, LLC
|
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TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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DT Investment Partners, LLC
|
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Vestmark Advisory Solutions, Inc.
|
|
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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|
Citigroup Inc
|
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|
1832 Asset Management L.P.
|
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Arbor Capital Management Inc /adv
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Washington Trust Advisors, Inc.
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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Buckingham Strategic Partners
|
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|
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|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
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|
|
|
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
|
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|
Voya Investment Management Llc
|
|
|
|
|
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VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
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|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
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|
Binnacle Investments Inc
|
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American Assets Inc
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
State of Alaska, Department of Revenue
|
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|
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|
Stevens Capital Management Lp
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Zrc Wealth Management, Llc
|
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CX Institutional
|
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RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
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|
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|
Symphony Financial, Ltd. Co.
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Webster Bank, N. A.
|
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|
Retirement Planning Co of New England, Inc.
|
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Asset Management One Co., Ltd.
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
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|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
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|
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A
|
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|
Marshall Wace, Llp
|
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|
PDS Planning, Inc
|
|
|
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|
Advisors Asset Management, Inc.
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
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|
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|
Lasalle Investment Management Securities Llc
|
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|
Analyst IMS Investment Management Services Ltd.
|
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|
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|
Johnson Financial Group, Inc.
|
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|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Goldman Sachs Real Estate Diversified Income Fund
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
MetLife Investment Management, LLC
|
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|
Briaud Financial Planning, Inc
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Wells Fargo & Company/mn
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LPL Financial LLC
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Private Advisor Group, LLC
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Merit Financial Group, LLC
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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LGT Group Foundation
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
GeoWealth Management, LLC
|
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|
Catalyst Capital Advisors LLC
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APG Asset Management US Inc.
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Colonial Trust Co / SC
|
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Naviter Wealth, LLC
|
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Dorsey & Whitney Trust CO LLC
|
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Xponance, Inc.
|
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Ensign Peak Advisors, Inc
|
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SkyView Investment Advisors, LLC
|
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CoreCap Advisors, LLC
|
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RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
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Sun Life Financial Inc
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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GSI Capital Advisors LLC
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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JDM Financial Group LLC
|
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Legal & General Group Plc
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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Foundations Investment Advisors, LLC
|
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SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
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Blair William & Co/il
|
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Huntington National Bank
|
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Dimensional Fund Advisors Lp
|
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Perpetual Ltd
|
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Jaffetilchin Investment Partners, LLC
|
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Alpha Cubed Investments, LLC
|
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Duncker Streett & Co Inc
|
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Rexford Capital Inc
|
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S-Bank Fund Management Ltd
|
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Longfellow Investment Management Co Llc
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
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|
Kestra Private Wealth Services, Llc
|
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Bdf-gestion
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Sound View Wealth Advisors Group, LLC
|
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PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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Rafferty Asset Management, LLC
|
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Bedel Financial Consulting, Inc.
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Avantax Advisory Services, Inc.
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Sei Investments Co
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Radnor Capital Management, LLC
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Keybank National Association/oh
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AllSquare Wealth Management LLC
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NorthRock Partners, LLC
|
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VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
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ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
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Mission Wealth Management, Lp
|
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CBIZ Investment Advisory Services, LLC
|
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|
Colonial Trust Advisors
|
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APG Asset Management N.V.
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
Welch Group, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Centaurus Financial, Inc.
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
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|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
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|
Brevan Howard Capital Management LP
|
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|
Waterloo Capital, L.P.
|
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|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
|
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|
Janus Henderson Group Plc
|
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
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|
Meridian Wealth Management, LLC
|
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|
Vicus Capital
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Hazelview Securities Inc.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
Aew Capital Management L P
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Cbre Clarion Global Real Estate Income Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Griffin Institutional Access Real Estate Fund
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Advisors Capital Management, LLC
|
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Rossby Financial, LCC
|
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DRIPX - MP63 FUND INC - MP63 Fund
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Two Sigma Advisers, Lp
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Legacy Wealth Asset Management, LLC
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Carret Asset Management, Llc
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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Park Place Capital Corp
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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Prime Capital Investment Advisors, LLC
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Worldquant Millennium Advisors Llc
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DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
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Eqis Capital Management, Inc.
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CI Private Wealth, LLC
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Signaturefd, Llc
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Sterling Capital Management LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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|
Ubs Asset Management Americas Inc
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Bank Of America Corp /de/
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Nabity-Jensen Investment Management Inc
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Sentry Investment Management Llc
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Cohen & Steers Total Return Realty Fund Inc
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Evergreen Private Wealth LLC
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Acadian Asset Management Llc
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Keel Point, LLC
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Allworth Financial LP
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Gf Fund Management Co. Ltd.
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Orion Capital Management LLC
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First Horizon Advisors, Inc.
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Edgar Lomax Co/va
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Atria Wealth Solutions, Inc.
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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Compass Financial Services Inc
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Global X Japan Co., Ltd.
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Jacobs Levy Equity Management, Inc
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Arizona State Retirement System
|
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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Groupe la Francaise
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
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DnB Asset Management AS
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PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Spectrum Wealth Counsel, LLC
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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XTX Topco Ltd
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TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
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FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Nisa Investment Advisors, Llc
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Czech National Bank
|
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TrueWealth Advisors, LLC
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Y.D. More Investments Ltd
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
|
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Bank of New York Mellon Corp
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Larson Financial Group LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
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Costello Asset Management, INC
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Wetherby Asset Management Inc
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Foundry Partners, LLC
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Summit Trail Advisors, Llc
|
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
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BSW Wealth Partners
|
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Point72 (DIFC) Ltd
|
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Concord Wealth Partners
|
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Annis Gardner Whiting Capital Advisors, LLC
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NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
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|
Allspring Global Investments Holdings, LLC
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Profunds - Profund Vp Ultrabull
|
|
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BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
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|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
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|
Stifel Financial Corp
|
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|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
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|
|
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
|
|
|
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|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
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|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
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|
|
|
Wealth Alliance
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Dark Forest Capital Management Lp
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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|
Cohen Klingenstein LLC
|
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|
Virginia Retirement Systems Et Al
|
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|
D.a. Davidson & Co.
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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Meeder Asset Management Inc
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NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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Meiji Yasuda Asset Management Co Ltd.
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Morangie Management LLC
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Rialto Wealth Management, LLC
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Parkside Financial Bank & Trust
|
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IHT Wealth Management, LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
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Clough Capital Partners L P
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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Sierra Ocean, Llc
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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Intrust Bank Na
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Archer Investment Corp
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Financial Management Professionals, Inc.
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Vinva Investment Management Ltd
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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Alpine Woods Capital Investors, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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Gallagher Fiduciary Advisors, LLC
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Alliance Wealth Advisors, LLC /UT
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Banco Santander, S.A.
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
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Montag A & Associates Inc
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Trust Co Of Vermont
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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DoubleLine ETF Adviser LP
|
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Cohen & Steers Real Estate Opportunities & Income Fund
|
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IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Adell Harriman & Carpenter Inc
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Payden & Rygel
|
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Douglas Lane & Associates, LLC
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RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF
|
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USS Investment Management Ltd
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Artemis Investment Management LLP
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CWA Asset Management Group, LLC
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PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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Gotham Asset Management, LLC
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Vontobel Holding Ltd.
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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Dogwood Wealth Management LLC
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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Glass Jacobson Investment Advisors llc
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Bank Of Nova Scotia
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Colony Capital, Inc.
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Ethic Inc.
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Strs Ohio
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Raymond James Financial Inc
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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S&t Bank/pa
|
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CENTRAL TRUST Co
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Samalin Investment Counsel, LLC
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Spirit Of America Management Corp/ny
|
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NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Van Eck Associates Corp
|
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Global Retirement Partners, LLC
|
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Venture Visionary Partners LLC
|
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Redwood Park Advisors LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
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|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
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Commonwealth Equity Services, Llc
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
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|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
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|
NEOS Investment Management LLC
|
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|
Captrust Financial Advisors
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
First United Bank Trust/
|
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|
B&I Capital AG
|
|
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|
RiverFront Investment Group, LLC
|
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|
Tradition Wealth Management, LLC
|
|
|
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|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
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|
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|
Ameritas Investment Partners, Inc.
|
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First Trust Advisors Lp
|
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Silver Lake Group, L.L.C.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
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|
|
CIBC Asset Management Inc
|
|
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|
|
Financial Gravity Companies, Inc.
|
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Signet Financial Management, Llc
|
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Rosenberg Matthew Hamilton
|
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Wealthfront Advisers Llc
|
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New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
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LOM Asset Management Ltd
|
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BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
|
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CIBC World Markets Inc.
|
|
|
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
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Trust Co Of Toledo Na /oh/
|
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Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Berry Wealth Group, LP
|
|
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|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Bruce G. Allen Investments, LLC
|
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Quaker Wealth Management, LLC
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Y-Intercept (Hong Kong) Ltd
|
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Rossmore Private Capital
|
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Everett Harris & Co /ca/
|
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Twin Peaks Wealth Advisors, LLC
|
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Profunds - Profund Vp Bull
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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Atlas Private Wealth Advisors
|
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
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Mark Asset Management Lp
|
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IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A
|
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CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
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Hudson Canyon Capital Management
|
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Oakworth Capital, Inc.
|
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Westpac Banking Corp
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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Bard Financial Services, Inc.
|
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VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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Maryland State Retirement & Pension System
|
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Pinnacle Bancorp, Inc.
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Journey Strategic Wealth Llc
|
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Neuberger Berman Real Estate Securities Income Fund Inc
|
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Kilter Group LLC
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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CSM Advisors, LLC
|
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
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|
Financial Sense Advisors, Inc.
|
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Red Tortoise LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
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|
|
Rakuten Investment Management, Inc.
|
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|
Uniplan Investment Counsel, Inc.
|
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|
Copia Wealth Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
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|
Leo Wealth, LLC
|
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
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|
|
Great Valley Advisor Group, Inc.
|
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|
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|
|
Duff & Phelps Investment Management Co
|
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|
|
Evergreen Capital Management Llc
|
|
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|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
DESK - VanEck ETF Trust - VanEck Office and Commercial REIT ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Long Pond Capital, LP
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Versus Capital Multi-manager Real Estate Income Fund Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
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|
Avidian Wealth Solutions, LLC
|
|
|
|
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|
Chilton Capital Management Llc
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
New York Life Investment Management Llc
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
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|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
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|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Hartland & Co., LLC
|
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|
Sargent Investment Group, LLC
|
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|
Wealthspire Advisors, LLC
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Thompson Investment Management, Inc.
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|
Atwood & Palmer Inc
|
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TCG Advisory Services, LLC
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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|
REIT - ALPS ETF Trust - ALPS Active REIT ETF
|
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|
UBS Group AG
|
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CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
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|
Equitable Holdings, Inc.
|
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Ccm Investment Advisers Llc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
|
|
Headlands Technologies LLC
|
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|
Transce3nd, LLC
|
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OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
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|
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A
|
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|
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C
|
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|
Guggenheim Capital Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
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|
Lederer & Associates Investment Counsel/ca
|
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REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
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|
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
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|
Advisory Services Network, LLC
|
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|
Cohen & Steers Quality Income Realty Fund Inc
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Resonant Capital Advisors, LLC
|
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|
Ascent Group, LLC
|
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Custom Index Systems, Llc
|
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Independence Bank of Kentucky
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Jefferies Financial Group Inc.
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Russell Investments Group, Ltd.
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Siemens Fonds Invest GmbH
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
PineBridge Investments, L.P.
|
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|
Invst, LLC
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Vestor Capital, Llc
|
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Godsey & Gibb Associates
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
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|
V-Square Quantitative Management LLC
|
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|
Regal Investment Advisors LLC
|
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Red Cedar Investment Management, Llc
|
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Simplex Trading, Llc
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
Nixon Capital, LLC
|
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|
Moran Wealth Management, LLC
|
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|
Cascade Financial Partners, LLC
|
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|
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
|
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|
Quest 10 Wealth Builders, Inc.
|
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
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|
Rothschild Investment Llc
|
|
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|
Kinneret Advisory, LLC
|
|
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|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
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|
|
Wealth Preservation Advisors, LLC
|
|
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|
|
Private Trust Co Na
|
|
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|
|
Daiwa Securities Group Inc.
|
|
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|
Bramshill Investments, LLC
|
|
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|
Nomura Asset Management Co Ltd
|
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|
Mesirow Financial Investment Management, Inc.
|
|
|
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|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Bruni J V & Co /co
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
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|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Canada Pension Plan Investment Board
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Sheaff Brock Investment Advisors, LLC
|
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Regent Peak Wealth Advisors LLC
|
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|
Sustainable Insight Capital Management, LLC
|
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|
Lantern Wealth Advisors, LLC
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Norden Group Llc
|
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Platform Technology Partners
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
Clark Capital Management Group, Inc.
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|
Hantz Financial Services, Inc.
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Highland Capital Management, Llc
|
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Accuvest Global Advisors
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Vanguard Group Inc
|
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|
Stephens Inc /ar/
|
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Whittier Trust Co Of Nevada Inc
|
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American Assets Investment Management, LLC
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Capula Management Ltd
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Achmea Investment Management B.V.
|
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Fort Washington Investment Advisors Inc /oh/
|
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
Truvestments Capital Llc
|
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Bessemer Group Inc
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Smithfield Trust Co
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Natixis
|
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Goldman Sachs Group Inc
|
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NewSquare Capital LLC
|
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Plato Investment Management Ltd
|
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VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Foster & Motley Inc
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Teacher Retirement System Of Texas
|
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Lavaca Capital Llc
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Ing Groep Nv
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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Optimum Investment Advisors
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
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|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
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|
North Star Investment Management Corp.
|
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Cape Investment Advisory, Inc.
|
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Lodestone Wealth Management LLC
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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|
Eastern Bank
|
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|
Del-Sette Capital Management, LLC
|
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|
Minneapolis Portfolio Management Group, LLC
|
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|
West Branch Capital LLC
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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Rockefeller Capital Management L.P.
|
|
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|
PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
|
|
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|
Aptus Capital Advisors, LLC
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
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|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
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|
Credit Agricole S A
|
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Nuveen Real Estate Income Fund
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Vert Asset Management LLC
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
