|
SRVR - Pacer Funds Trust - Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
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|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
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|
|
Spire Wealth Management
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Cbre Clarion Global Real Estate Income Fund
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
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|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
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|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
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|
|
Busey Wealth Management
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
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|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
LDR Capital Management LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
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Quadrature Capital Ltd
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Smithfield Trust Co
|
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Great West Life Assurance Co /can/
|
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|
Financial Perspectives, Inc
|
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|
Aperture Investors, LLC
|
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Tokio Marine Asset Management Co Ltd
|
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|
Vestcor Inc
|
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Jupiter Asset Management Ltd
|
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BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
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|
D.a. Davidson & Co.
|
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Klp Kapitalforvaltning As
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
Natixis
|
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|
Mcdonald Partners Llc
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|
Lyell Wealth Management, Lp
|
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|
Retirement Planning Co of New England, Inc.
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HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Elliott Investment Management L.P.
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Banque Cantonale Vaudoise
|
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Allspring Global Investments Holdings, LLC
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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Mufg Securities Americas Inc.
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Private Wealth Asset Management, LLC
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Barnett & Company, Inc.
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Goldman Sachs Group Inc
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Andra AP-fonden
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
New York State Teachers Retirement System
|
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|
Smith Group Asset Management, LLC
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Hughes Financial Services, LLC
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Aviva Plc
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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CHICAGO TRUST Co NA
|
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Legacy Wealth Asset Management, LLC
|
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VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
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|
Trust Co Of Vermont
|
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GPS Wealth Strategies Group, LLC
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DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
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|
Ritholtz Wealth Management
|
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Binnacle Investments Inc
|
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Atomi Financial Group, Inc.
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TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
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Caisse De Depot Et Placement Du Quebec
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Global Wealth Management Investment Advisory, Inc.
|
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Cigna Investments Inc /new
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
Naviter Wealth, LLC
|
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|
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
|
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Mine & Arao Wealth Creation & Management, LLC.
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Ellsworth Growth & Income Fund Ltd
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Jupiter Wealth Management LLC
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Sequoia Financial Advisors, LLC
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HighTower Advisors, LLC
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF
|
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Profunds - Profund Vp Large-cap Value
|
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CVAR - ETF Opportunities Trust - Cultivar ETF
|
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Bailard, Inc.
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Klein Pavlis & Peasley Financial, Inc.
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Principle Wealth Partners Llc
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Swedbank AB
|
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Ieq Capital, Llc
|
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O'shaughnessy Asset Management, Llc
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Tsfg, Llc
|
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Pnc Financial Services Group, Inc.
|
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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Avenir Corp
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Fortitude Family Office, LLC
|
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TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y
|
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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|
Hartland & Co., LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
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|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
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|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
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|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
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|
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|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
|
|
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|
|
Raleigh Capital Management Inc.
|
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|
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|
King Luther Capital Management Corp
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Rossmore Private Capital
|
|
|
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|
Voya Investment Management Llc
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
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|
Twin Tree Management, LP
|
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|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Clarius Group, LLC
|
|
|
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|
Snyder Capital Management L P
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
|
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|
Morgan Stanley
|
|
|
|
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|
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A
|
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|
Aberdeen Standard Global Infrastructure Income Fund
|
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|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
Mariner, LLC
|
|
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|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
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|
IHT Wealth Management, LLC
|
|
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|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
|
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|
Pinnacle Wealth Management Group, Inc.
|
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|
Johnson Investment Counsel Inc
|
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|
|
Prime Capital Investment Advisors, LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
Pingora Partners LLC
|
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|
|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
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|
|
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|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
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|
Catalyst Financial Partners Llc
|
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|
Ci Investments Inc.
|
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First Manhattan Co
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
Prelude Capital Management, Llc
|
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Umpqua Bank
|
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|
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Premier Path Wealth Partners, LLC
|
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|
Abound Wealth Management
|
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|
Ameriprise Financial Inc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
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|
IFP Advisors, Inc
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
Chicago Capital, LLC
|
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|
Harvest Fund Management Co., Ltd
|
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|
Cravens & Co Advisors, LLC
|
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|
LGT Financial Advisors LLC
|
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|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
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|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
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|
|
Gotham Asset Management, LLC
|
|
|
|
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|
Lazard Asset Management Llc
|
|
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|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
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|
Woodline Partners LP
|
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|
Parkworth Wealth Management, Inc.
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Waterfront Wealth Inc.
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Institutional Investment Strategy Fund
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Ausbil Investment Management Ltd
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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Creative Financial Designs Inc /adv
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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Rakuten Investment Management, Inc.
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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WealthCollab, LLC
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Moody National Bank Trust Division
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Ancora Advisors, LLC
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Kcm Investment Advisors Llc
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First Command Advisory Services, Inc.
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Naples Global Advisors, Llc
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Northern Trust Corp
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MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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Cohen Klingenstein LLC
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RB Capital Management, LLC
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Godsey & Gibb Associates
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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American Century Companies Inc
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Newbridge Financial Services Group, Inc.
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Highline Wealth Partners Llc
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Peapack Gladstone Financial Corp
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Blake Schutter Theil Wealth Advisors, LLC
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Future Financial Wealth Managment LLC
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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E. Ohman J:or Asset Management AB
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RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
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Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
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MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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Harbour Investments, Inc.
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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Securian Asset Management, Inc
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Louisiana State Employees Retirement System
|
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Mirador Capital Partners LP
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Grove Bank & Trust
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Cbre Clarion Securities Llc
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Axa S.a.
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Measured Risk Portfolios, Inc.
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Virtus Investment Advisers, Inc.
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Partners Group Private Equity (master Fund), Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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Kestra Private Wealth Services, Llc
|
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First PREMIER Bank
|
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Cullen Capital Management, LLC
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Citigroup Inc
|
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Whittier Trust Co
|
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Re Advisers Corp
|
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Meeder Advisory Services, Inc.
|
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VCIGX - VALIC Co I - Dividend Value Fund
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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LRT Capital Management, LLC
|
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Quest 10 Wealth Builders, Inc.
|
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Ceredex Value Advisors LLC
|
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Ameritas Advisory Services, LLC
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
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Handelsbanken Fonder AB
|
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|
Callan Family Office, LLC
|
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Algert Global Llc
|
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Creative Capital Management Investments LLC
|
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Duff & Phelps Investment Management Co
|
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Cromwell Holdings LLC
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
Glenmede Trust Co Na
|
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CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
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|
Brookfield Asset Management Inc.
|
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|
Principal Securities, Inc.
|
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United Asset Strategies, Inc.
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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|
Amundi
|
|
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|
Tudor Investment Corp Et Al
|
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|
High Note Wealth, LLC
|
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|
Gabelli Convertible & Income Securities Fund Inc
|
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|
Coastal Investment Advisors, Inc.
|
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|
Brookwood Investment Group LLC
|
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|
Pictet Asset Management Holding SA
|
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|
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|
Quaker Wealth Management, LLC
|
|
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
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|
Lockheed Martin Investment Management Co
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
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|
Allworth Financial LP
|
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|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
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|
Atom Investors LP
|
|
|
|
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|
Standard Life Aberdeen plc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
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Pacer Advisors, Inc.
|
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Mercer Global Advisors Inc /adv
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Optimum Investment Advisors
|
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Vaughan Nelson Investment Management, L.p.
|
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Gulf International Bank (UK) Ltd
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Greenleaf Trust
|
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Berbice Capital Management LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Resources Management Corp /ct/ /adv
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Brinker Capital Investments, LLC
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REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Cornerstone Planning Group LLC
|
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Commerzbank Aktiengesellschaft /fi
|
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RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
NEOS Investment Management LLC
|
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Orion Portfolio Solutions, LLC
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Cullen/frost Bankers, Inc.
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Iron Horse Wealth Management, LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
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Brookfield Real Assets Income Fund Inc.
|
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New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
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|
IVC Wealth Advisors LLC
|
|
|
|
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|
State of Tennessee, Treasury Department
|
|
|
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TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
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|
Gilbert & Cook, Inc.
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Meiji Yasuda Life Insurance Co
|
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|
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Howard Capital Management Inc.
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Robeco Institutional Asset Management B.V.
|
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State Of Wisconsin Investment Board
|
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Spirit Of America Management Corp/ny
|
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NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF
|
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|
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|
Red Tortoise LLC
|
|
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Moloney Securities Asset Management, LLC
|
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HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
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SOUTH STATE Corp
|
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Van Eck Associates Corp
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Profunds - Profund Vp Ultrabull
|
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Cidel Asset Management Inc
|
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Avanza Fonder AB
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
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44 Wealth Management Llc
|
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TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
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Frank, Rimerman Advisors LLC
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
Cornerstone Advisory, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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Mechanics Financial Corp
|
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Eqis Capital Management, Inc.
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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Northwestern Mutual Wealth Management Co
|
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JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
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CFGIX - Total Fund Solution - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class
|
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Nbt Bank N A /ny
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Winnow Wealth Llc
|
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|
DRW Securities, LLC
|
|
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|
Horizon Investments, LLC
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
USAF - 2023 ETF Series Trust - Atlas America Fund
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Maple-Brown Abbott Ltd
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Neuberger Berman Real Estate Securities Income Fund Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
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ARS Investment Partners, LLC
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Jane Street Group, Llc
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RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
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|
Sone Capital Management, LLC
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STRV - EA Series Trust - Strive 500 ETF
|
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|
Sunbelt Securities, Inc.
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London Co Of Virginia
|
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Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF
|
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Gilman Hill Asset Management, LLC
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Sandler Capital Management
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AlphaStar Capital Management, LLC
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Argent Trust Co
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Utah Retirement Systems
|
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Vontobel Holding Ltd.
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TD Waterhouse Canada Inc.
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Centersquare Investment Management Llc
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TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
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Journey Strategic Wealth Llc
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REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
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Squarepoint Ops LLC
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Trust Co
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Old Second National Bank Of Aurora
|
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FourThought Financial Partners, LLC
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Raymond James Financial Inc
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Lasalle Investment Management Securities Llc
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Moss Adams Wealth Advisors LLC
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Harvest Portfolios Group Inc.
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CIBC World Markets Inc.
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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Bfsg, Llc
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Catalytic Wealth RIA, LLC
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Knollwood Investment Advisory, LLC
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Bokf, Na
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Nissay Asset Management Corp /japan/ /adv
|
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Cohen & Steers Total Return Realty Fund Inc
|
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Bridges Investment Management Inc
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Charles Schwab Investment Management Inc
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Adage Capital Partners Gp, L.l.c.
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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Harbor Capital Advisors, Inc.
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DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund
|
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Quest Partners LLC
|
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Wetherby Asset Management Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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Sigma Planning Corp
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Ilex Capital Partners (UK) LLP
|
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Bank of New York Mellon Corp
|
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Capital Analysts, Inc.
|
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Gen-Wealth Partners Inc
|
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ProShare Advisors LLC
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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GAMMA Investing LLC
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Northwestern Mutual Investment Management Company, Llc
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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Fifth Third Bancorp
|
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Motco
|
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PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
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|
Presima Inc.
|
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Lantern Wealth Advisors, LLC
|
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|
Longfellow Investment Management Co Llc
|
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Ethic Inc.
|
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Twin Peaks Wealth Advisors, LLC
|
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MASTERINVEST Kapitalanlage GmbH
|
|
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|
Savant Capital, LLC
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Cape Investment Advisory, Inc.
|
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Fiduciary Trust Co
|
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|
Prudential Financial Inc
|
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Whipplewood Advisors, LLC
|
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|
XML Financial, LLC
|
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|
Plante Moran Financial Advisors, LLC
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
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|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
Traub Capital Management LLC
|
|
|
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|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
|
Quantbot Technologies LP
|
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|
Herold Advisors, Inc.
|
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|
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|
Optas, LLC
|
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Caden Capital Partners, Lp
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
|
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|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
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|
Paradigm Asset Management Co Llc
|
|
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|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
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|
Muzinich & Co., Inc.
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
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|
Nova Wealth Management, Inc.
|
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|
|
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|
Calamos Advisors LLC
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
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|
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|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
Natixis Advisors, L.p.
|
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|
Stuart Chaussee & Associates, Inc.
|
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Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
|
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|
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|
Community Bank & Trust, Waco, Texas
|
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|
|
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|
Shell Asset Management Co
|
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SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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|
|
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|
Clear Street Markets Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
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|
|
|
|
Farmers & Merchants Investments Inc
|
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|
Texas Yale Capital Corp.
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
Financial Management Professionals, Inc.
|
|
|
|
|
|
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
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|
|
Holocene Advisors, LP
|
|
|
|
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|
GeoWealth Management, LLC
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
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|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Hm Payson & Co
|
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|
Angeles Wealth Management, Llc
|
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Massmutual Trust Co Fsb/adv
|
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|
NorthRock Partners, LLC
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
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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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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
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|
3Chopt Investment Partners, LLC
|
|
|
|
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
CNB Bank
|
|
|
|
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|
Panagora Asset Management Inc
|
|
|
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
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|
Jacobi Capital Management LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
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NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
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Nomura Asset Management Co Ltd
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Neuberger Berman Group LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Insigneo Advisory Services, Llc
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Flagship Harbor Advisors, Llc
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
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SRHR - Elevation Series Trust - SRH REIT Covered Call ETF Shares
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Cohen & Steers Quality Income Realty Fund Inc
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Global X Japan Co., Ltd.
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Citizens Business Bank
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PDS Planning, Inc
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BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
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RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
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Center for Financial Planning, Inc.
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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Colonial Trust Co / SC
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Main Street Group, LTD
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
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Sustainable Insight Capital Management, LLC
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Davis Selected Advisers
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Johnson Financial Group, Inc.
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JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
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Versant Capital Management, Inc
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Nicolet Advisory Services, Llc
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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State Of Michigan Retirement System
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Y.D. More Investments Ltd
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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Missouri Trust & Investment Co
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Perpetual Ltd
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Teacher Retirement System Of Texas
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Signaturefd, Llc
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United Capital Financial Advisers, Llc
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Kentucky Retirement Systems Insurance Trust Fund
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
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Mizuho Securities Usa Llc
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Evermay Wealth Management Llc
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BankPlus Trust Department
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ExodusPoint Capital Management, LP
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
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Cooke & Bieler Lp
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Valued Retirements, Inc.
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Cibc World Markets Corp
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Fiduciary Alliance LLC
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Lecap Asset Management Ltd
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
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D. E. Shaw & Co., Inc.
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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Crestwood Advisors Group LLC
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
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FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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St Germain D J Co Inc
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Dogwood Wealth Management LLC
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Schmidt P J Investment Management Inc
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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Norges Bank
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Boreal Capital Management LLC
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Barrett & Company, Inc.
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EBI - RBB Fund Trust - Longview Advantage ETF
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Brown Brothers Harriman & Co
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Elo Mutual Pension Insurance Co
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Sophron Capital Management L.P.
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Asset Dedication, LLC
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Rogco, Lp
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Apollon Wealth Management, LLC
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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American Capital Advisory, LLC
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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Invesco Ltd.
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Intact Investment Management Inc.
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Institute for Wealth Management, LLC.
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Schroder Investment Management Group
|
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Cornerstone Advisors, LLC
|
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Dai-Ichi Life Insurance Company, Ltd
|
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Aigen Investment Management, Lp
|
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|
Abundance Wealth Counselors
|
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
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|
Disciplined Equity Management, Inc.
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Stablepoint Partners, LLC
|
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|
Moors & Cabot, Inc.
|
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|
Activest Wealth Management
|
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AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
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Hilltop Holdings Inc.
|
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|
Heitman Real Estate Securities Llc
|
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|
GEM Realty Capital
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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Wolff Wiese Magana Llc
|
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|
Ontario Teachers Pension Plan Board
|
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|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
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|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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|
