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Y-Intercept (Hong Kong) Ltd
|
|
|
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|
M&G Plc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
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|
Rhumbline Advisers
|
|
|
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|
Summit Trail Advisors, Llc
|
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|
Point72 Asset Management, L.P.
|
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|
CNB Bank
|
|
|
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|
Point72 (DIFC) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
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|
Wolverine Asset Management Llc
|
|
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|
Quantbot Technologies LP
|
|
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ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
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|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Farther Finance Advisors, LLC
|
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
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Franklin Resources Inc
|
|
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|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
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|
|
Bellwether Advisors, LLC
|
|
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
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|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A
|
|
|
|
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|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio
|
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|
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|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Ostrum Asset Management
|
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|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Argent Trust Co
|
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
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|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
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|
Sabal Trust CO
|
|
|
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|
|
Sei Investments Co
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Avanza Fonder AB
|
|
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|
SRHR - Elevation Series Trust - SRH REIT Covered Call ETF Shares
|
|
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|
Allspring Global Investments Holdings, LLC
|
|
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|
|
Red Tortoise LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
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|
Consolidated Planning Corp
|
|
|
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|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
Alpine Global Premier Properties Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Hahn Capital Management Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Us Bancorp \de\
|
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|
Vident Advisory, LLC
|
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|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
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|
Renaissance Group Llc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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|
Tredje AP-fonden
|
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|
Susquehanna International Group, Llp
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
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|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
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|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
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|
Virginia Retirement Systems Et Al
|
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|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
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|
Equitable Trust Co
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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|
Advisor Group Holdings, Inc.
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|
Goldman Sachs Group Inc
|
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|
Toronto Dominion Bank
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
Profunds - Profund Vp Large-cap Value
|
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|
DAVENPORT & Co LLC
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
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Mariner, LLC
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|
Commonwealth Equity Services, Llc
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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|
Principal Securities, Inc.
|
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|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
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STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares
|
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|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
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|
Perpetual Ltd
|
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|
Vert Asset Management LLC
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|
Prudent Man Advisors, LLC
|
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|
Prudential Plc
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
Pathstone Holdings, LLC
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible 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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|
Orion Portfolio Solutions, LLC
|
|
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|
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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|
Riggs Asset Managment Co. Inc.
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|
Phocas Financial Corp.
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|
Foresight Group Ltd Liability Partnership
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
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|
Kentucky Retirement Systems
|
|
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|
|
Profunds - Profund Vp Large-cap Growth
|
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|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
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|
Groupe la Francaise
|
|
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|
Requisite Capital Management, LLC
|
|
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|
Union Bancaire Privee, UBP SA
|
|
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|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
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|
|
Painted Porch Advisors LLC
|
|
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|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
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|
Los Angeles Capital Management Llc
|
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|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
Captrust Financial Advisors
|
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|
Lincoln Capital Corp
|
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|
Rossby Financial, LCC
|
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|
Twinbeech Capital Lp
|
|
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|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
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|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Aew Capital Management L P
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SPRE - Tidal ETF Trust - SP Funds S&P Global REIT Sharia ETF
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Investure, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Long Pond Capital, LP
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Epacria Capital Partners, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
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|
Starwood Capital Group Management, L.L.C.
|
|
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|
Dimensional Fund Advisors Lp
|
|
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|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
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|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
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|
Maryland State Retirement & Pension System
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
PFSLX - PARADIGM FUNDS - Paradigm Select Fund
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
First Sabrepoint Capital Management Lp
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
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Fifth Third Bancorp
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
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|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
Citigroup Inc
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
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|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Miller Howard Investments Inc /ny
|
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|
Benjamin Edwards Inc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
OMERS ADMINISTRATION Corp
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
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|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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|
BCS Wealth Management
|
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Clarius Group, LLC
|
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Saturna Capital CORP
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Wolff Wiese Magana Llc
|
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Landmark Investment Partners, L.p.
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KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
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|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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|
Anchor Capital Advisors Llc
|
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|
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|
Ibex Wealth Advisors
|
|
|
|
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|
Baron Wealth Management LLC
|
|
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|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
Salomon & Ludwin, LLC
|
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Park Place Capital Corp
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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REET - iSHARES TRUST - iShares Global REIT ETF
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
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|
State of Alaska, Department of Revenue
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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|
Barclays Plc
|
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Exchange Traded Concepts, Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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PENN SERIES FUNDS INC - Large Core Value Fund
|
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Mount Yale Investment Advisors, LLC
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
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|
Vanguard Group Inc
|
|
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|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
Heitman Real Estate Securities Llc
|
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Ontario Teachers Pension Plan Board
|
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|
Smithfield Trust Co
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
|
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|
Legacy Wealth Asset Management, LLC
|
|
|
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|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
|
|
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|
Nbc Securities, Inc.
|
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|
Sterling Capital Management LLC
|
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|
Mizuho Securities Usa Llc
|
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|
JustInvest LLC
|
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
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|
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|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
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|
|
Pinnacle Bancorp, Inc.
|
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|
Kingswood Wealth Advisors, Llc
|
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|
Klp Kapitalforvaltning As
|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Highland Capital Management Fund Advisors, L.p.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
High Probability Advisors, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
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Capital Analysts, Inc.
|
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PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
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|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
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Perbak Capital Partners LLP
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|
Steward Partners Investment Advisory, Llc
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Vestcor Inc
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Aurora Investment Counsel
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Cullen/frost Bankers, Inc.
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Lazard Asset Management Llc
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Bank of New York Mellon Corp
|
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DekaBank Deutsche Girozentrale
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CoreCap Advisors, LLC
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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|
Cambridge Investment Research Advisors, Inc.
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Raymond James Financial Inc
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Police & Firemen's Retirement System of New Jersey
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Green Square Capital Advisors Llc
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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|
Virginia Wealth Management Group, Inc.
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Patten Group, Inc.
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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Russell Investments Group, Ltd.
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M&t Bank Corp
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Cerity Partners LLC
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Virtus Investment Advisers, Inc.
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FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
EverSource Wealth Advisors, LLC
|
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|
TCTC Holdings, LLC
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Tokio Marine Asset Management Co Ltd
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Syon Capital Llc
|
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FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Cohen & Steers, Inc.
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Oregon Public Employees Retirement Fund
|
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Allianz Asset Management GmbH
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Public Sector Pension Investment Board
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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|
Charles Schwab Investment Management Inc
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Bare Financial Services, Inc
|
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Voya Investment Management Llc
|
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Mercer Global Advisors Inc /adv
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Northern Trust Corp
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
Pathway Financial Advisers, LLC
|
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|
D. E. Shaw & Co., Inc.
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REZ - iSHARES TRUST - iShares Residential Real Estate ETF
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
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|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
Jump Financial, LLC
|
|
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
Amundi
|
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|
Baird Financial Group, Inc.
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Carronade Capital Management, LP
|
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Millennium Management Llc
|
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|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
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|
Parkside Financial Bank & Trust
|
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|
Sachetta, LLC
|
|
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|
Pasadena Private Wealth, LLC
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
|
Morgan Stanley
|
|
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|
Xponance, Inc.
|
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|
Nomura Asset Management Co Ltd
|
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|
Cambria Investment Management, L.P.
|
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|
Citadel Advisors Llc
|
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
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|
Capital International Inc /ca/
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
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|
Strs Ohio
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Griffin Institutional Access Real Estate Fund
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Cohen & Steers Quality Income Realty Fund Inc
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
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NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
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|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
First Manhattan Co
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Arete Wealth Advisors, LLC
|
|
|
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
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|
Yousif Capital Management, Llc
|
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|
Entropy Technologies, LP
|
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Dunhill Financial, LLC
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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PVFAX - PARADIGM FUNDS - Paradigm Value Fund
|
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BRYN MAWR TRUST Co
|
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Kayne Anderson Rudnick Investment Management Llc
|
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TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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Ameritas Advisory Services, LLC
|
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|
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Kestra Investment Management, LLC
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Columbus Macro, LLC
|
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GW&K Investment Management, LLC
|
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AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
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|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Swedbank AB
|
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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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WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
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TT Capital Management LLC
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New York State Common Retirement Fund
|
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Financial Network Wealth Management LLC
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Versant Capital Management, Inc
|
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|
American Century Companies Inc
|
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Nuveen Multi-Asset Income Fund
|
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Stephens Consulting, LLC
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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Capital Investment Advisors, LLC
|
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New York Life Investment Management Llc
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Cohen & Steers Total Return Realty Fund Inc
|
|
|
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|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
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WealthTrak Capital Management LLC
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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B. Metzler seel. Sohn & Co. AG
|
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Bank Of Montreal /can/
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Zions Bancorporation, National Association /ut/
|
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|
South Plains Financial, Inc.
|
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Park Avenue Securities Llc
|
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RITA - ETF Series Solutions - ETFB Green SRI REITs ETF
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Alliancebernstein L.p.
|
|
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|
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|
Ameritas Investment Partners, Inc.
|
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|
Parallel Advisors, LLC
|
|
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|
Walleye Capital LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
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|
D.a. Davidson & Co.
|
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|
Pettee Investors, Inc.
|
|
|
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|
Hudson Bay Capital Management LP
|
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|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
HAUS - Tidal ETF Trust - Home Appreciation U.S. REIT ETF
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Nuveen Real Estate Income Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
|
|
Nexpoint Real Estate Strategies Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
B&I Capital AG
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Kilter Group LLC
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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Stonekeep Investments, LLC
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Peregrine Capital Management Llc
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
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Norden Group Llc
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Ossiam
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Leeward Investments, LLC - MA
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KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
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Peak6 Llc
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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Ameriflex Group, Inc.
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Glenmede Investment Management, LP
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SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
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Cwm, Llc
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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Kiker Wealth Management, LLC
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Bangor Savings Bank
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Metis Global Partners, LLC
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First Horizon Advisors, Inc.
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SOA Wealth Advisors, LLC.
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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CX Institutional
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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Crawford Investment Counsel Inc
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Telos Capital Management, Inc.
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Ancora Advisors, LLC
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Cornerstone Planning Group LLC
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Cornercap Investment Counsel Inc
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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EntryPoint Capital, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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