|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
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|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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|
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|
|
Hixon Zuercher, LLC
|
|
|
|
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|
CX Institutional
|
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|
Two Sigma Investments, Lp
|
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|
Maryland Capital Advisors Inc.
|
|
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|
Y.D. More Investments Ltd
|
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|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
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|
|
|
|
Whittier Trust Co
|
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|
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|
Concurrent Investment Advisors, LLC
|
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|
Avion Wealth
|
|
|
|
|
|
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
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IFM Investors Pty Ltd
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
Rise Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BOS Asset Management, LLC
|
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|
|
Pacific Sun Financial Corp
|
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|
GW&K Investment Management, LLC
|
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|
State Street Corp
|
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
|
Schechter Investment Advisors, LLC
|
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|
|
|
Tobam
|
|
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Dean Investment Associates, Llc
|
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PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
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|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
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JustInvest LLC
|
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|
Glenmede Trust Co Na
|
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Summit Trail Advisors, Llc
|
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
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|
Maryland State Retirement & Pension System
|
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
|
Cohen & Steers Total Return Realty Fund Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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AdvisorNet Financial, Inc
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Centaurus Financial, Inc.
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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PGGM Investments
|
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Fielder Capital Group LLC
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Telos Capital Management, Inc.
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Capstone Triton Financial Group, LLC
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M&G Plc
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
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|
Retirement Wealth Solutions LLC
|
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|
Huntington National Bank
|
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Azzad Asset Management Inc /adv
|
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ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
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Pensionmark Financial Group, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Dogwood Wealth Management LLC
|
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Measured Risk Portfolios, Inc.
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Vinva Investment Management Ltd
|
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FJ Capital Management LLC
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Avantax Planning Partners, Inc.
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
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Total Income (plus) Real Estate Fund
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Wulff, Hansen & Co.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
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Eastern Bank
|
|
|
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Stevens Capital Management Lp
|
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BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Parallel Advisors, LLC
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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MASTERINVEST Kapitalanlage GmbH
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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Intrua Financial, LLC
|
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IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Stolper Co
|
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Stephens Consulting, LLC
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Canandaigua National Trust Co of Florida
|
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Advisors Preferred, LLC
|
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PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Hancock Whitney Corp
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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Thoma Capital Management LLC
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Woodline Partners LP
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
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Twin Peaks Wealth Advisors, LLC
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HB Wealth Management, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Voya Global Advantage & Premium Opportunity Fund
|
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Schnieders Capital Management Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
State Of Michigan Retirement System
|
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|
State of Tennessee, Treasury Department
|
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Principal Street Partners, LLC
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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J. Safra Sarasin Holding AG
|
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Denali Advisors Llc
|
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Toth Financial Advisory Corp
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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|
BluePointe Capital Management, LLC
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
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|
Weatherly Asset Management L. P.
|
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Lockheed Martin Investment Management Co
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
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|
KBC Group NV
|
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|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
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|
CIBC World Markets Inc.
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Samalin Investment Counsel, LLC
|
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|
Sun Life Financial Inc
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
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|
Quadrant Capital Group Llc
|
|
|
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|
Knights of Columbus Asset Advisors LLC
|
|
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
|
|
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|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
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|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Elliott Investment Management L.P.
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Versus Capital Multi-manager Real Estate Income Fund Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
REIT - ALPS ETF Trust - ALPS Active REIT ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
CFGIX - Total Fund Solution - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
HGI Capital Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
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|
|
|
|
Loudon Investment Management, LLC
|
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|
Kentucky Retirement Systems
|
|
|
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FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
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|
|
Sunbelt Securities, Inc.
|
|
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CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
|
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|
XTX Topco Ltd
|
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|
Waddell & Associates, Llc
|
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UniSuper Management Pty Ltd
|
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|
Empowered Funds, LLC
|
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|
AlphaStar Capital Management, LLC
|
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|
Bramshill Investments, LLC
|
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|
Bnp Paribas
|
|
|
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|
|
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
|
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|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Resolution Capital Ltd
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
Jackson Square Capital, Llc
|
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RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
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Nfj Investment Group, Llc
|
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|
Beacon Capital Management, LLC
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Pictet Asset Management Holding SA
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
FineMark National Bank & Trust
|
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|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Front Row Advisors LLC
|
|
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|
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CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
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FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
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|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
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Riverbend Wealth Management, LLC
|
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Wolff Wiese Magana Llc
|
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New Age Alpha Advisors, LLC
|
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Mystic Asset Management, Inc.
|
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RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
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UBS Group AG
|
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MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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|
Chevy Chase Trust Holdings, Inc.
|
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Cyndeo Wealth Partners, LLC
|
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Core Alternative Capital
|
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HighTower Advisors, LLC
|
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Belpointe Asset Management LLC
|
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Commerce Bank
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
Shell Asset Management Co
|
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|
Bell Investment Advisors, Inc
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
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|
F/M Investments LLC
|
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|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
Intech Investment Management Llc
|
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|
Painted Porch Advisors LLC
|
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Qrg Capital Management, Inc.
|
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Sanibel Captiva Trust Company, Inc.
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Franchise Capital Ltd
|
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|
Toronto Dominion Bank
|
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
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|
|
Nuveen Real Estate Income Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
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|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
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|
Norges Bank
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
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|
Evercore Wealth Management, LLC
|
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|
|
SRVR - Pacer Funds Trust - Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
|
|
|
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|
|
Mendel Money Management
|
|
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|
Mariner, LLC
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
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|
|
|
Capstone Investment Advisors, Llc
|
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|
|
Bridge Generations Wealth Management Llc
|
|
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|
|
EP Wealth Advisors, Inc.
|
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|
|
CIBC Asset Management Inc
|
|
|
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|
|
Cullen/frost Bankers, Inc.
|
|
|
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|
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
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|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
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|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
RITA - ETF Series Solutions - ETFB Green SRI REITs ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Hampton Road Capital Management LP
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
|
|
|
|
|
|
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Cohen & Steers Quality Income Realty Fund Inc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
|
|
|
|
|
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Tranquility Partners, LLC
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PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
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Sheaff Brock Investment Advisors, LLC
|
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|
Harbour Investments, Inc.
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JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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|
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
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|
CHICAGO TRUST Co NA
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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Profund Advisors Llc
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Louisiana State Employees Retirement System
|
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Meeder Asset Management Inc
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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CWM Advisors, LLC
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Summit Financial, LLC
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Thompson Investment Management, Inc.
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Polar Asset Management Partners Inc.
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Jane Street Group, Llc
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Beacon Pointe Advisors, LLC
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WPG Advisers, LLC
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Strategic Wealth Partners, Ltd.
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Arlington Trust Co LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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V-Square Quantitative Management LLC
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Point72 (DIFC) Ltd
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California Public Employees Retirement System
|
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JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A
|
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Global Retirement Partners, LLC
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Keystone Global Partners, LLC
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Agate Pass Investment Management, LLC
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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Emerald Investment Partners, Llc
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Axis Wealth Partners, LLC
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IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
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Barrett & Company, Inc.
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Hazlett, Burt & Watson, Inc.
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IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Willner & Heller, Llc
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APG Asset Management US Inc.
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NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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Neuberger Berman Real Estate Securities Income Fund Inc
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ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
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Mbb Public Markets I Llc
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Brinker Capital Investments, LLC
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BOK Financial Private Wealth, Inc.
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RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
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Cwm, Llc
|
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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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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HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
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Sound Income Strategies, LLC
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Sage Mountain Advisors LLC
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Victory Capital Management Inc
|
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First United Bank Trust/
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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Capital Fund Management S.a.
|
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Stance Capital Llc
|
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Crossmark Global Holdings, Inc.
|
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Resources Management Corp /ct/ /adv
|
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PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
|
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Waterfront Capital Partners, LLC
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
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|
Hilltop Holdings Inc.
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Truvestments Capital Llc
|
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CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
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|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Walled Lake Planning & Wealth Management, Llc
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Federated Hermes, Inc.
|
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|
Summit Place Financial Advisors, LLC
|
|
|
|
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|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
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|
|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Advisory Services Network, LLC
|
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|
M&t Bank Corp
|
|
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|
Adage Capital Partners Gp, L.l.c.
|
|
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|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Capital Square, LLC
|
|
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|
|
|
Missouri Trust & Investment Co
|
|
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|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Highland Capital Management Fund Advisors, L.p.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Griffin Institutional Access Real Estate Fund
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
CLOU - Global X Funds - Global X Cloud Computing ETF
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
|
|
|
|
|
Vision Capital Corp
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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|
|
Signet Investment Advisory Group, Inc.
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|
Ronald Blue Trust, Inc.
|
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|
Manchester Capital Management LLC
|
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Atticus Wealth Management, Llc
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
Verition Fund Management LLC
|
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|
Silver Lake Advisory, LLC
|
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|
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|
Beaird Harris Wealth Management, LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
|
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|
Jump Financial, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Axxcess Wealth Management, Llc
|
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Nexpoint Real Estate Strategies Fund
|
|
|
|
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|
Werlinich Asset Management, LLC
|
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|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
National Asset Management, Inc.
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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New Hampshire Trust
|
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|
Courier Capital Llc
|
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|
Ameriflex Group, Inc.
|
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Catalytic Wealth RIA, LLC
|
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|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
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|
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A
|
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|
Prestige Wealth Management Group LLC
|
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|
Prospera Financial Services Inc
|
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Old Second National Bank Of Aurora
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
Czech National Bank
|
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|
Indiana Trust & Investment Management CO
|
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Hbk Investments L P
|
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American Investment Services, Inc.
|
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Ausdal Financial Partners, Inc.
|
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ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
|
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|
Allstate Corp
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
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|
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|
Roble, Belko & Company, Inc
|
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|
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|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
River Wealth Advisors LLC
|
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|
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|
Peak6 Llc
|
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|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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|
D.a. Davidson & Co.
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Raiffeisen Bank International AG
|
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Generali Investments CEE, investicni spolecnost, a.s.
|
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|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
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|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
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|
|
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
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|
|
Prudential Financial Inc
|
|
|
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|
LPL Financial LLC
|
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|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
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|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Aew Capital Management L P
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
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RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
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Forte Capital Llc /adv
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HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
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GWM Advisors LLC
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United Community Bank
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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FIL Ltd
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PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
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|
Roman Butler Fullerton & Co
|
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Cohen Capital Management, Inc.
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Aviance Capital Partners, LLC
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Baird Financial Group, Inc.
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Forsta Ap-fonden
|
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Gladstone Institutional Advisory LLC
|
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Truist Financial Corp
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
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LDR Capital Management LLC
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Brian Low Financial Group, Llc
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Private Wealth Asset Management, LLC
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PENN SERIES FUNDS INC - Index 500 Fund
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Harbor Investment Advisory, Llc
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Jacobi Capital Management LLC
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Capula Management Ltd
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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Rowland & Co Investment Counsel/adv
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
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Worldquant Millennium Advisors Llc
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Avantax Advisory Services, Inc.
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Moser Wealth Advisors, LLC
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Clear Creek Financial Management, LLC
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Cumberland Partners Ltd
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First Pacific Financial
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Texas Permanent School Fund
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Great Lakes Advisors, Llc
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Zions Bancorporation, National Association /ut/
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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GoalVest Advisory LLC
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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DekaBank Deutsche Girozentrale
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
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Bruce G. Allen Investments, LLC
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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Motley Fool Asset Management LLC
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Boothbay Fund Management, Llc
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Lido Advisors, LLC
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JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
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Callan Family Office, LLC
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EverSource Wealth Advisors, LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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LRI Investments, LLC
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Atlantic Union Bankshares Corp
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
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Goldman Sachs Group Inc
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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Brookfield Real Assets Income Fund Inc.
|
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|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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Probity Advisors, Inc.
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Norinchukin Bank, The
|
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Lake Street Financial Llc
|
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Walker Asset Management, LLC
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Twin Tree Management, LP
|
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Sigma Planning Corp
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
GAMMA Investing LLC
|
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SG Americas Securities, LLC
|
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Channel Wealth Llc
|
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Schroder Investment Management Group
|
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|
Clear Harbor Asset Management, LLC
|
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|
Boston Common Asset Management, LLC
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|
DeDora Capital, Inc.
|
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VestGen Advisors, LLC
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Ballentine Partners, LLC
|
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|
Kempen Capital Management N.v.
|
|
|
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|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
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|
|
|
Hazelview Securities Inc.
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
GEM Realty Capital
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
USAF - 2023 ETF Series Trust - Atlas America Fund
|
|
|
|
|
|
NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
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Main Management ETF Advisors, LLC
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Garde Capital, Inc.
|
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|
Susquehanna International Group, Llp
|
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IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Commons Capital, Llc
|
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Multi-strategy Growth & Income Fund
|
|
|
|
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VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Colony Group, LLC
|
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|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
|
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
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|
ABVAX - AB TRUST - AB Value Fund Class A
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Trinity Legacy Partners, LLC
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|
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Lyell Wealth Management, Lp
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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|
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
|
|
|
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|
Solstein Capital, LLC
|
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Midwest Trust Co
|
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Franklin Street Advisors Inc /nc
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Manufacturers Life Insurance Company, The
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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GSI Capital Advisors LLC
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REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
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Mml Investors Services, Llc
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Fmr Llc
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Stony Point Capital LLC
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Northstar Asset Management Inc
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Lmp Capital & Income Fund Inc.
|
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J.w. Cole Advisors, Inc.
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Benjamin Edwards Inc
|
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Annis Gardner Whiting Capital Advisors, LLC
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Bnp Paribas Arbitrage, Sa
|
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Arizona State Retirement System
|
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AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
|
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Beacon Investment Advisors Llc
|
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GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Cushing Renaissance Fund
|
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|
|
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STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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OneAscent Financial Services LLC
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|
Ossiam
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Proquility Private Wealth Partners, LLC
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1776 Wealth LLC
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Condor Capital Management
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Ieq Capital, Llc
|
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Wedbush Securities Inc
|
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CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
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Princeton Global Asset Management LLC
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
Atomi Financial Group, Inc.
|
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Legacy Bridge, LLC
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Sequoia Financial Advisors, LLC
|
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SWAN Capital LLC
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
Mascagni Wealth Management, Inc.
|
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New York Life Investment Management Llc
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Brookfield Asset Management Inc.
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Avalon Trust Co
|
|
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|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
SCS Capital Management LLC
|
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|
Wealthspire Advisors, LLC
|
|
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|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
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|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
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|
Peapack Gladstone Financial Corp
|
|
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|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
SRHR - Elevation Series Trust - SRH REIT Covered Call ETF Shares
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
|
|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
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|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Amundi
|
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|
|
|
|
Tealwood Asset Management Inc
|
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|
Umpqua Bank
|
|
|
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|
|
Robbins Farley Llc
|
|
|
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|
Valeo Financial Advisors, LLC
|
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|
Mizuho Securities Usa Llc
|
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|
|
Auxier Asset Management
|
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|
Swedbank AB
|
|
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|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
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|
ASR Vermogensbeheer N.V.
|
|
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Signaturefd, Llc
|
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|
|
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|
Onefund, Llc
|
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|
Hemington Wealth Management
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
Albion Financial Group /ut
|
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|
O'ROURKE & COMPANY, Inc
|
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|
Lasalle Investment Management Securities Llc
|
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|
Tacita Capital Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
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|
|
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|
One Capital Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
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|
Bluefin Capital Management, Llc
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
|
|
|
|
|
|
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
B&I Capital AG
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Sophron Capital Management L.P.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Principal Real Estate Income Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Vert Asset Management LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
Alpine Global Premier Properties Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
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RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
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Armstrong Advisory Group, Inc
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Checchi Capital Advisers, LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Zimmer Partners, LP
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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Invesco Ltd.
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Dynamic Wealth Strategies, LLC
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Assetmark, Inc
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Concord Wealth Partners
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
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First Commonwealth Financial Corp /pa/
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Sound View Wealth Advisors Group, LLC
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Nvwm, Llc
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
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Mutual Advisors, LLC
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FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
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RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
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Hanover Advisors Inc
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Wolverine Asset Management Llc
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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State Of Wisconsin Investment Board
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Ag2r La Mondiale Gestion D'actifs
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Fifth Third Wealth Advisors LLC
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
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PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
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Ostrum Asset Management
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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Alpine Bank Wealth Management
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GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
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Nordwand Advisors, LLC
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Wahed Invest LLC
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Simon Quick Advisors, Llc
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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NEOS ETF Trust - NEOS Real Estate High Income ETF
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Credit Agricole S A
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Hartland & Co., LLC
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Ulland Investment Advisors, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
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Wesbanco Bank Inc
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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Sagespring Wealth Partners, Llc
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Park Place Capital Corp
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Brandywine Oak Private Wealth Llc
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Securian Funds Trust - SFT Index 500 Fund Class 1
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Dover Advisors, Llc
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Diligent Investors, LLC
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Nbt Bank N A /ny
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
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Neuberger Berman Group LLC
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Fortitude Family Office, LLC
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Pacific Heights Asset Management Llc
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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Team Financial Group, LLC
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New Mexico Educational Retirement Board
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Grassi Investment Management
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Gf Fund Management Co. Ltd.
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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Public Employees Retirement Association Of Colorado
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Wealth Alliance
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Pnc Financial Services Group, Inc.
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Thematics Asset Management
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Alyeska Investment Group, L.P.
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DT Investment Partners, LLC
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IHT Wealth Management, LLC
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Synovus Financial Corp
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Stephens Inc /ar/
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Lansforsakringar Fondforvaltning AB (publ)
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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Balyasny Asset Management Llc
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Jain Global LLC
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VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
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ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
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Nissay Asset Management Corp /japan/ /adv
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Rossby Financial, LCC
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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Quantinno Capital Management LP
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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Westpac Banking Corp
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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Key FInancial Inc
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
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Employees Retirement System of Texas
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Vident Advisory, LLC
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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Renaissance Technologies Llc
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
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MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
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Oxler Private Wealth LLC
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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LFA - Lugano Financial Advisors SA
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