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Salem Investment Counselors Inc
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Arkadios Wealth Advisors
|
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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MetLife Investment Management, LLC
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Moisand Fitzgerald Tamayo, LLC
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Bamco Inc /ny/
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Holderness Investments Co
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Teacher Retirement System Of Texas
|
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Pineridge Advisors LLC
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GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Warren Averett Asset Management, LLC
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Oppenheimer Asset Management Inc.
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Dunhill Financial, LLC
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Bessemer Group Inc
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Credit Agricole S A
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Catalyst Capital Advisors LLC
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Teamwork Financial Advisors, LLC
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Cooper Financial Group
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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MAI Capital Management
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SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
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Nippon Life Global Investors Americas, Inc.
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Kcm Investment Advisors Llc
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
New York State Teachers Retirement System
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Nations Financial Group Inc, /ia/ /adv
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Nisa Investment Advisors, Llc
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Integrity Alliance, Llc.
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Brookfield Asset Management Inc.
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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Oakworth Capital, Inc.
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ICONIQ Capital, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
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Monetary Management Group Inc
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Retirement Income Solutions, Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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Vanguard Group Inc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
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Delta Capital Management Llc
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Bank Of America Corp /de/
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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O'shaughnessy Asset Management, Llc
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NorthCrest Asset Manangement, LLC
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Thompson Investment Management, Inc.
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Pictet Asset Management Holding SA
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Bramshill Investments, LLC
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
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IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A
|
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Laurion Capital Management LP
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Point72 Asset Management, L.P.
|
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Wedbush Securities Inc
|
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Advisor Group Holdings, Inc.
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Sachetta, LLC
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Investment House Llc
|
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Sagespring Wealth Partners, Llc
|
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Loomis Sayles & Co L P
|
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We Are One Seven, LLC
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Asset Planning,Inc
|
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Retirement Planning Co of New England, Inc.
|
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Siemens Fonds Invest GmbH
|
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|
Mbb Public Markets I Llc
|
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|
DecisionPoint Financial, LLC
|
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|
Resources Investment Advisors, LLC.
|
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VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
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|
One Charles Private Wealth Services, LLC
|
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|
Modera Wealth Management, LLC
|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
GM Advisory Group, Inc.
|
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|
Peapack Gladstone Financial Corp
|
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
Hm Payson & Co
|
|
|
|
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|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
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|
Pathstone Holdings, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
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|
ExodusPoint Capital Management, LP
|
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|
Horizon Kinetics Asset Management Llc
|
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|
Claro Advisors LLC
|
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
RITA - ETF Series Solutions - ETFB Green SRI REITs ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
|
|
|
|
|
|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Waterfront Capital Partners, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A
|
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Beacon Investment Advisors Llc
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
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Dogwood Wealth Management LLC
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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PENN SERIES FUNDS INC - Real Estate Securities Fund
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Lazard Asset Management Llc
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Pnc Financial Services Group, Inc.
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Affinity Investment Advisors, Llc
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
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|
Hazlett, Burt & Watson, Inc.
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
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Barclays Plc
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New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
V-Square Quantitative Management LLC
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Fiduciary Group LLC
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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Institutional Investment Strategy Fund
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FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
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Deutsche Bank Ag\
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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Marble Harbor Investment Counsel, LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Herold Advisors, Inc.
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Wedmont Private Capital
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Cullen/frost Bankers, Inc.
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Cardinal Point Capital Management, ULC
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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Wambolt & Associates, LLC
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Bnp Paribas Arbitrage, Sa
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
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SOUTH STATE Corp
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Mirae Asset Global Investments Co., Ltd.
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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Wealth Enhancement Advisory Services, Llc
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Texas Permanent School Fund
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Balyasny Asset Management Llc
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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Bokf, Na
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JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
State of Alaska, Department of Revenue
|
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West Wealth Group, LLC
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Rhumbline Advisers
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Prana Capital Management, LP
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ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
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Transce3nd, LLC
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RFG Advisory, LLC
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Palacios Wealth Management, LLC
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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WealthTrak Capital Management LLC
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Nomura Asset Management Co Ltd
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Amalgamated Bank
|
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GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
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Symphony Financial, Ltd. Co.
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Fidelis Capital Partners, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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GAMMA Investing LLC
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Twin Peaks Wealth Advisors, LLC
|
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TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
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|
Alyeska Investment Group, L.P.
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M&t Bank Corp
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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PMV Capital Advisers, LLC
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|
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
|
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|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
Financial Network Wealth Advisors LLC
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|
Janney Montgomery Scott LLC
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|
|
Prosperity Consulting Group, LLC
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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|
Fortis Capital Management LLC
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Quest Partners LLC
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|
Highland Capital Management Fund Advisors, L.p.
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
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|
Macquarie Group Ltd
|
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|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
|
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|
Oak Thistle LLC
|
|
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|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
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|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
|
Cohen & Steers, Inc.
|
|
|
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|
|
Diversify Advisory Services, LLC
|
|
|
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|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
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|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
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|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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|
APG Asset Management N.V.
|
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|
Mizuho Securities Usa Llc
|
|
|
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|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Contour Asset Management LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Cohen & Steers Quality Income Realty Fund Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
Intrinsic Edge Capital Management LLC
|
|
|
|
|
|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
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|
|
RW Investment Management LLC
|
|
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|
IMA Wealth, Inc.
|
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|
Oddo Bhf Asset Management Sas
|
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|
IAG Wealth Partners, LLC
|
|
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|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
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|
|
Landscape Capital Management, L.l.c.
|
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|
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|
EWG Elevate Inc.
|
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|
Valeo Financial Advisors, LLC
|
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|
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
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|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
|
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|
Addison Advisors LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
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|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
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|
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
|
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|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
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|
Wolverine Asset Management Llc
|
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|
|
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|
Schmidt P J Investment Management Inc
|
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|
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|
Relyea Zuckerberg Hanson LLC
|
|
|
|
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|
Huntington National Bank
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
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|
Charter Oak Capital Management, LLC
|
|
|
|
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|
Boston Private Wealth Llc
|
|
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|
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|
DnB Asset Management AS
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Principal Real Estate Income Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
B&I Capital AG
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
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Ignite Planners, LLC
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Byrne Asset Management LLC
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Sora Investors Llc
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Mufg Securities Americas Inc.
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Park Place Capital Corp
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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Warm Springs Advisors Inc.
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Mutual Advisors, LLC
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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West Branch Capital LLC
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WPG Advisers, LLC
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Chevy Chase Trust Holdings, Inc.
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Jane Street Group, Llc
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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Rafferty Asset Management, LLC
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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XTX Topco Ltd
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Sterling Capital Management LLC
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Cigna Investments Inc /new
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Apriem Advisors
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Burney Co/
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Rossby Financial, LCC
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Commerce Bank
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Sumitomo Mitsui Trust Holdings, Inc.
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Diversified Trust Co
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Cyndeo Wealth Partners, LLC
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
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CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
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State Street Corp
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Sound Income Strategies, LLC
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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Capital Fund Management S.a.
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Glenmede Trust Co Na
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Foresight Capital Management Advisors, Inc.
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Reik & Co., Llc
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Atria Wealth Solutions, Inc.
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Capital Investment Advisors, LLC
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JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Cornerstone Wealth Group, LLC
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First National Trust Co
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
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Savant Capital, LLC
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Two Sigma Advisers, Lp
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FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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Zacks Investment Management
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Royal Fund Management, LLC
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Adelante Capital Management LLC
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Westpac Banking Corp
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Banque Cantonale Vaudoise
|
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Summit Trail Advisors, Llc
|
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GPS Wealth Strategies Group, LLC
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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Vert Asset Management LLC
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B. Metzler seel. Sohn & Co. AG
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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CI Private Wealth, LLC
|
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Strategic Blueprint, LLC
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
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|
Hrt Financial Lp
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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Grove Bank & Trust
|
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|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
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|
|
Ubs Asset Management Americas Inc
|
|
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|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
Creative Financial Designs Inc /adv
|
|
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|
Mml Investors Services, Llc
|
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|
Summit Financial, LLC
|
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|
Linscomb & Williams, Inc.
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Griffin Institutional Access Real Estate Fund
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
|
|
|
|
|
NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
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Profunds - Profund Vp Real Estate
|
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KBC Group NV
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UniSuper Management Pty Ltd
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Oliver Lagore Vanvalin Investment Group
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Jefferies Financial Group Inc.
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CBIZ Investment Advisory Services, LLC
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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|
NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF
|
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|
Ci Investments Inc.
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Ellevest, Inc.
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SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares
|
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|
Armor Investment Advisors, LLC
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|
Ameliora Wealth Management Ltd.
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|
Brown Brothers Harriman & Co
|
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|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
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|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
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|
Smith Asset Management Co., LLC
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
High Note Wealth, LLC
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
TRUE Private Wealth Advisors
|
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|
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|
Blair William & Co/il
|
|
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
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|
Proffitt & Goodson Inc
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
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|
Canton Hathaway, LLC
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AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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|
Werlinich Asset Management, LLC
|
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ORG Partners LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
Strategic Investment Advisors / MI
|
|
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|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Lee Danner & Bass Inc
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Sentry Investment Management Llc
|
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Schroder Investment Management Group
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Colonial Trust Co / SC
|
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|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Cohen & Steers Total Return Realty Fund Inc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
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|
Rialto Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
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|
Franklin Resources Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
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|
Merit Financial Group, LLC
|
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Ag2r La Mondiale Gestion D'actifs
|
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International Assets Investment Management, Llc
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Skopos Labs, Inc.
|
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|
Mercer Global Advisors Inc /adv
|
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SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
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|
HighTower Advisors, LLC
|
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GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
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|
Putney Financial Group LLC
|
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|
LGT Financial Advisors LLC
|
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|
National Pension Service
|
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Signaturefd, Llc
|
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|
Norinchukin Bank, The
|
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|
Kentucky Retirement Systems
|
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|
Mv Capital Management, Inc.
|
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|
Alberta Investment Management Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
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|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
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|
Courier Capital Llc
|
|
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|
Bellwether Advisors, LLC
|
|
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
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|
Denali Advisors Llc
|
|
|
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|
Aire Advisors, Llc
|
|
|
|
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|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Versus Capital Multi-manager Real Estate Income Fund Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
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Atlantic Union Bankshares Corp
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Squarepoint Ops LLC
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund
|
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Sonora Investment Management Group, LLC
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|
Pensionfund DSM Netherlands
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Philadelphia Trust Co
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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|
Empowered Funds, LLC
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CoreFirst Bank & Trust
|
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Aptus Capital Advisors, LLC
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Mount Yale Investment Advisors, LLC
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Ensign Peak Advisors, Inc
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Fielder Capital Group LLC
|
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Armstrong Advisory Group, Inc
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Pacer Advisors, Inc.
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WealthTrust Axiom LLC
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Crown Wealth Group, LLC
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NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
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AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
|
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FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Promethos Capital, LLC
|
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|
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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ASR Vermogensbeheer N.V.
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Aew Capital Management L P
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Verdence Capital Advisors LLC
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Meeder Advisory Services, Inc.
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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American Assets Capital Advisers, LLC
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Mathes Company, Inc.
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Meeder Asset Management Inc
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Redhawk Wealth Advisors, Inc.
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Bank Of Montreal /can/
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Tectonic Advisors Llc
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Assetmark, Inc
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Maven Securities LTD
|
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La Banque Postale Asset Management SA
|
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Prevail Innovative Wealth Advisors, Llc
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Hennion & Walsh Asset Management, Inc.
|
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Mosaic Family Wealth Partners, Llc
|
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PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
|
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Brinker Capital Investments, LLC
|
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Profunds - Profund Vp Bull
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Atwood & Palmer Inc
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POM Investment Strategies, LLC
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Farmers & Merchants Investments Inc
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Massmutual Trust Co Fsb/adv
|
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DAVENPORT & Co LLC
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Hilltop Holdings Inc.
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Manchester Capital Management LLC
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RMG Wealth Management LLC
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Louisiana State Employees Retirement System
|
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Peak6 Llc
|
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VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
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|
Smithfield Trust Co
|
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|
Accuvest Global Advisors
|
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|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Fayez Sarofim & Co
|
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Putnam Fl Investment Management Co
|
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Swedbank AB
|
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RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Vestcor Inc
|
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|
Essex Savings Bank
|
|
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|
Crescent Grove Advisors, LLC
|
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Capital Advisors, Ltd. LLC
|
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|
Gf Fund Management Co. Ltd.
|
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Van Eck Associates Corp
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
|
Quantessence Capital LLC
|
|
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|
First Trust Advisors Lp
|
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|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
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|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
Tudor Investment Corp Et Al
|
|
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|
Umb Bank N A/mo
|
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|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
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|
NorthRock Partners, LLC
|
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|
Truist Financial Corp
|
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|
Texas Yale Capital Corp.
|
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|
Kavar Capital Partners Group, Llc
|
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|
Integrated Advisors Network LLC
|
|
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|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
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|
Aurora Investment Counsel
|
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Kessler Investment Group, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
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|
Saxony Capital Management, LLC
|
|
|
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|
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
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|
|
Everence Capital Management Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Alpine Global Premier Properties Fund
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SRVR - Pacer Funds Trust - Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
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|
|
Freestone Grove Partners LP
|
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|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
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|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
Walleye Trading LLC
|
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|
Southland Equity Partners LLC
|
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|
Eastern Bank
|
|
|
|
|
|
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
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|
CIBC Asset Management Inc
|
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|
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|
Bruce G. Allen Investments, LLC
|
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|
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|
|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
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|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
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|
Amundi
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
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|
Archer Investment Corp
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Nexpoint Real Estate Strategies Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
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|
Moody National Bank Trust Division
|
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|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
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|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
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|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
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|
|
|
Nvwm, Llc
|
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|
Avion Wealth
|
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|
Evergreen Capital Management Llc
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
|
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|
Newbridge Financial Services Group, Inc.
|
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|
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
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|
Princeton Capital Management Llc
|
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|
North Star Investment Management Corp.
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
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|
Aspen Investment Management Inc
|
|
|
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|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Sunbelt Securities, Inc.
|
|
|
|
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|
SummitTX Capital, L.P.
|
|
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|
Axis Wealth Partners, LLC
|
|
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|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
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|
|
|
|
Equitable Holdings, Inc.
|
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|
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
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|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
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|
|
Jackson Real Assets Fund
|
|
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|
Franchise Capital Ltd
|
|
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|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
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|
Genesee Capital Advisors, LLC
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
Advisory Services Network, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
|
Asset Dedication, LLC
|
|
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
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|
Optimum Investment Advisors
|
|
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|
Adell Harriman & Carpenter Inc
|
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|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Cbre Clarion Global Real Estate Income Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Neuberger Berman Real Estate Securities Income Fund Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Savvy Advisors, Inc.
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Annis Gardner Whiting Capital Advisors, LLC
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Ramirez Asset Management, Inc.
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Canada Pension Plan Investment Board
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
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Dimensional Fund Advisors Lp
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GeoWealth Management, LLC
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
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Shelton Capital Management
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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SJS Investment Consulting Inc.
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CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
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Sheets Smith Wealth Management
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Cary Street Partner Investment Advisory Llc
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Beaumont Financial Advisors, LLC
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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Silvant Capital Management LLC
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Harbor Investment Advisory, Llc
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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Moors & Cabot, Inc.
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LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
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Cetera Investment Advisers
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Nordea Investment Management Ab
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Focus Financial Network, Inc.
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Pensionmark Financial Group, Llc
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JustInvest LLC
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King Luther Capital Management Corp
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Connor, Clark & Lunn Investment Management Ltd.
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Klp Kapitalforvaltning As
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Essex Financial Services, Inc.
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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Public Employees Retirement System Of Ohio
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Kempen Capital Management N.v.
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POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
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BlackRock, Inc.
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Ossiam
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Spdr S&p 500 Etf Trust
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Bleakley Financial Group, LLC
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Robeco Institutional Asset Management B.V.
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Hartford Investment Management Co
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Wellington Shields & Co., LLC
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