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MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
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Invst, LLC
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
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Leeward Investments, LLC - MA
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FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
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PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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Conscious Wealth Investments, Llc
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Van Hulzen Asset Management, LLC
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Pinnacle Associates Ltd
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
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Federation des caisses Desjardins du Quebec
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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APG Asset Management N.V.
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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Principal Real Estate Income Fund
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Schnieders Capital Management Llc
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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Public Employees Retirement System Of Ohio
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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Rhumbline Advisers
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Avantax Advisory Services, Inc.
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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Nfj Investment Group, Llc
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1832 Asset Management L.P.
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COMMERCE FUNDS - The MidCap Value Fund Shares
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
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WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
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Jackson Real Assets Fund
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URE - PROSHARES TRUST - ProShares Ultra Real Estate
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SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
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Mv Capital Management, Inc.
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Pictet Asset Management Holding SA
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
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VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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TD Capital Management LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
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Steward Partners Investment Advisory, Llc
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O'shaughnessy Asset Management, Llc
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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Carronade Capital Management, LP
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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LPL Financial LLC
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Pensionmark Financial Group, Llc
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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Bessemer Group Inc
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Ilmarinen Mutual Pension Insurance Co
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Mission Creek Capital Partners, Inc.
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Golden State Equity Partners
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FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Hennion & Walsh Asset Management, Inc.
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PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
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Principal Diversified Select Real Asset Fund
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State of New Jersey Common Pension Fund D
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Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
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Vestcor Inc
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Stephens Inc /ar/
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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Skopos Labs, Inc.
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Gf Fund Management Co. Ltd.
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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Tiemann Investment Advisors, Llc
|
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|
Bogart Wealth, LLC
|
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RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Wealthspire Advisors, LLC
|
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
D.a. Davidson & Co.
|
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|
Stevens Capital Management Lp
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Farmers & Merchants Investments Inc
|
|
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|
|
Skandinaviska Enskilda Banken AB (publ)
|
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|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
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|
Wolverine Trading, Llc
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
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|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Landmark Investment Partners, L.p.
|
|
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|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
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|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Aew Capital Management L P
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
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Dark Forest Capital Management Lp
|
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ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
ORG Wealth Partners, LLC
|
|
|
|
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|
Resona Asset Management Co.,Ltd.
|
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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|
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|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
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|
Sound Financial Strategies Group, LLC
|
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|
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|
Forsta Ap-fonden
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
Alliancebernstein L.p.
|
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SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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Cetera Trust Company, N.A
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Rossby Financial, LCC
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
State of Tennessee, Treasury Department
|
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Nuveen Real Estate Income Fund
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Global Retirement Partners, LLC
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Zions Bancorporation, National Association /ut/
|
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New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
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Allspring Global Investments Holdings, LLC
|
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VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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BlackRock, Inc.
|
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Naviter Wealth, LLC
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
Larson Financial Group LLC
|
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PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
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Smithfield Trust Co
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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USAF - 2023 ETF Series Trust - Atlas America Fund
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Diversify Advisory Services, LLC
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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Arizona State Retirement System
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
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Fisher Asset Management, LLC
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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NewSquare Capital LLC
|
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Norinchukin Bank, The
|
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Profund Advisors Llc
|
|
|
|
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|
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
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|
Hm Payson & Co
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Hughes Financial Services, LLC
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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|
Toronto Dominion Bank
|
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|
Kathmere Capital Management, LLC
|
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Evergreen Capital Management Llc
|
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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|
New York State Teachers Retirement System
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
LVW Advisors, LLC
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Achmea Investment Management B.V.
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Mutual Of America Capital Management Llc
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
SOUTH STATE Corp
|
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|
Assetmark, Inc
|
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|
Raleigh Capital Management Inc.
|
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|
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|
Ancora Advisors, LLC
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
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|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Morgan Stanley
|
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NEOS Investment Management LLC
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Profunds - Profund Vp Ultrabull
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
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Lido Advisors, LLC
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
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Wellington Management Group Llp
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IFP Advisors, Inc
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Sequoia Financial Advisors, LLC
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Whittier Trust Co
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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Commonwealth Equity Services, Llc
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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KBC Group NV
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D. E. Shaw & Co., Inc.
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Whittier Trust Co Of Nevada Inc
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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Retirement Systems of Alabama
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Czech National Bank
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STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares
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CIBC Private Wealth Group, LLC
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Dunhill Financial, LLC
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Dai-Ichi Life Insurance Company, Ltd
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Investment Management Corp of Ontario
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Deutsche Bank Ag\
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
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Uniplan Investment Counsel, Inc.
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Empowered Funds, LLC
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New York State Common Retirement Fund
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Principal Financial Group Inc
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PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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Huntington National Bank
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Quilter Plc
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HighTower Advisors, LLC
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Cornerstone Planning Group LLC
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Park Avenue Securities Llc
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Quest Partners LLC
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
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Norges Bank
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
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Ameriprise Financial Inc
|
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REIT - ALPS ETF Trust - ALPS Active REIT ETF
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Aaron Wealth Advisors LLC
|
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|
AlphaStar Capital Management, LLC
|
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Voya Global Equity Dividend & Premium Opportunity Fund
|
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Grove Bank & Trust
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Victory Capital Management Inc
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Wealthstar Advisors, Llc
|
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Envestnet Asset Management Inc
|
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Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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|
Catalyst Capital Advisors LLC
|
|
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Plato Investment Management Ltd
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Bayforest Capital Ltd
|
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|
|
Utah Retirement Systems
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Investure, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
GSI Capital Advisors LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Cbre Clarion Global Real Estate Income Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
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Savant Capital, LLC
|
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|
Guggenheim Capital Llc
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
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|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Masterton Capital Management, LP
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
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|
Mml Investors Services, Llc
|
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|
GoalVest Advisory LLC
|
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|
Schroder Investment Management Group
|
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|
Klp Kapitalforvaltning As
|
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CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
DT Investment Partners, LLC
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Principal Securities, Inc.
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Snowden Capital Advisors LLC
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Brookfield Asset Management Inc.
|
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Alpha Cubed Investments, LLC
|
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|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
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|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
GWM Advisors LLC
|
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Aqr Capital Management Llc
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|
Peapack Gladstone Financial Corp
|
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VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
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|
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|
SRS Capital Advisors, Inc.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
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Ameritas Investment Partners, Inc.
|
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Daiwa Securities Group Inc.
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
Profunds - Profund Vp Real Estate
|
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|
Brown Brothers Harriman & Co
|
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|
Geode Capital Management, Llc
|
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|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Alpine Global Premier Properties Fund
|
|
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|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
|
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|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
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|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
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|
Talon Private Wealth, LLC
|
|
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|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
Mizuho Securities Usa Llc
|
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|
Ensign Peak Advisors, Inc
|
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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|
Intech Investment Management Llc
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
Td Private Client Wealth Llc
|
|
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|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
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|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
Lasalle Investment Management Securities Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund
|
|
|
|
|
|
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Vert Asset Management LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
|
|
|
|
|
NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Versus Capital Multi-manager Real Estate Income Fund Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Manchester Capital Management LLC
|
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|
Sterling Capital Management LLC
|
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|
Wulff, Hansen & Co.
|
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|
Hsbc Holdings Plc
|
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|
Crawford Investment Counsel Inc
|
|
|
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|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
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|
Symphony Financial, Ltd. Co.
|
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|
New Age Alpha Advisors, LLC
|
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RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
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|
Sachetta, LLC
|
|
|
|
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|
True Wealth Design, LLC
|
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
Kestra Advisory Services, LLC
|
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|
Goldman Sachs Group Inc
|
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Dean Investment Associates, Llc
|
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Investors Research Corp
|
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Nissay Asset Management Corp /japan/ /adv
|
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|
Franklin Resources Inc
|
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Bramshill Investments, LLC
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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REET - iSHARES TRUST - iShares Global REIT ETF
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Amundi
|
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Pnc Financial Services Group, Inc.
|
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Washington Trust Advisors, Inc.
|
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Legacy Wealth Asset Management, LLC
|
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Spdr S&p 500 Etf Trust
|
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Sagespring Wealth Partners, Llc
|
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First Trust Advisors Lp
|
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Maryland State Retirement & Pension System
|
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CBOE Vest Financial, LLC
|
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Great West Life Assurance Co /can/
|
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DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
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|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
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Charles Schwab Investment Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Bank Of Nova Scotia
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Kestra Investment Management, LLC
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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ASR Vermogensbeheer N.V.
|
|
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Andra AP-fonden
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Retirement Wealth Solutions LLC
|
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|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
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|
Heartland Advisors Inc
|
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|
American Century Companies Inc
|
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Cohen & Steers, Inc.
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
State Of Wisconsin Investment Board
|
|
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Fisher Funds Management LTD
|
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PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF
|
|
|
|
|
|
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
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|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
Archer Investment Corp
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
REZ - iSHARES TRUST - iShares Residential Real Estate ETF
|
|
|
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|
|
Trust Co Of Vermont
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Waterfront Capital Partners, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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Mbb Public Markets I Llc
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
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Kentucky Retirement Systems
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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Citigroup Inc
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Miracle Mile Advisors, LLC
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Td Asset Management Inc
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Elevation Series Trust - RiverNorth Patriot ETF
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IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
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Mackenzie Financial Corp
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HGI Capital Management, LLC
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Geneos Wealth Management Inc.
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Grayhawk Investment Strategies Inc.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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Ostrum Asset Management
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Robertson Stephens Wealth Management, LLC
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Mizuho Securities Usa Llc
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
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JustInvest LLC
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Gillson Capital LP
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
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Cohen & Steers Quality Income Realty Fund Inc
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Mirae Asset Global Investments Co., Ltd.
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
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Raymond James Financial Inc
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Motco
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PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
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Texas Permanent School Fund
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Crossmark Global Holdings, Inc.
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
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Tortoise Investment Management, LLC
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Bailard, Inc.
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Summit Trail Advisors, Llc
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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EntryPoint Capital, LLC
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Gulf International Bank (UK) Ltd
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Russell Investments Group, Ltd.
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Cerity Partners LLC
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Jane Street Group, Llc
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Two Roads Shared Trust - Hypatia Women CEO ETF
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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Profunds - Profund Vp Large-cap Growth
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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VCGAX - VALIC Co I - Growth & Income Fund
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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Kingswood Wealth Advisors, Llc
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
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Axa S.a.
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Vanderbilt University
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Spinnaker Trust
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Provident Investment Management, Inc.
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Massachusetts Financial Services Co /ma/
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
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Ronald Blue Trust, Inc.
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
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WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
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Wealth Enhancement Advisory Services, Llc
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Vident Advisory, LLC
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Sumitomo Mitsui DS Asset Management Company, Ltd
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Bell Investment Advisors, Inc
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Atlantic Trust, LLC
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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CVA Family Office, LLC
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TFC Financial Management
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
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Loudon Investment Management, LLC
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Quadrant Capital Group Llc
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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Perigon Wealth Management, LLC
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PENN SERIES FUNDS INC - Index 500 Fund
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Stephens Consulting, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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Fmr Llc
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Wells Fargo & Company/mn
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BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
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Richardson Financial Services Inc.
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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HAUS - Tidal ETF Trust - Home Appreciation U.S. REIT ETF
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PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Equitable Holdings, Inc.
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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NewEdge Wealth, LLC
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Creative Financial Designs Inc /adv
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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Legal & General Group Plc
|
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Cromwell Holdings LLC
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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IFM Investors Pty Ltd
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Parcion Private Wealth LLC
|
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JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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Private Trust Co Na
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
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Securian Asset Management, Inc
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Harbour Investments, Inc.
|
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PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
|
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|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
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Cohen & Steers Total Return Realty Fund Inc
|
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Boston Partners
|
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CIBC World Markets Inc.
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
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|
North Star Investment Management Corp.
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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|
Syon Capital Llc
|
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RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
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|
Fifth Third Bancorp
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Hudson Bay Capital Management LP
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Versant Capital Management, Inc
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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BNP Paribas Asset Management Holding S.A.
|
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Allstate Corp
|
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TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
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|
USS Investment Management Ltd
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Valeo Financial Advisors, LLC
|
|
|
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|
Tredje AP-fonden
|
|
|
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|
National Bank Of Canada /fi/
|
|
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|
Amalgamated Bank
|
|
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
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|
|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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New York Life Investment Management Llc
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
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|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
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Trust Co Of Toledo Na /oh/
|
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Standard Life Aberdeen plc
|
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|
Sophron Capital Management L.P.
|
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Azimuth Capital Investment Management LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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Golden State Wealth Management, LLC
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