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Sequoia Financial Advisors, LLC
|
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Avantax Advisory Services, Inc.
|
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RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
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MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares
|
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|
|
|
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional
|
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|
|
|
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
|
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|
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|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Wolverine Asset Management Llc
|
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A
|
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JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
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Stifel Financial Corp
|
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IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
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Xponance, Inc.
|
|
|
|
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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Shell Asset Management Co
|
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VMIDX - VALIC Co I - Mid Cap Index Fund
|
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Cromwell Holdings LLC
|
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DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Binnacle Investments Inc
|
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|
Envestnet Asset Management Inc
|
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Hartland & Co., LLC
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Creative Planning
|
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|
Johnson Investment Counsel Inc
|
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BRYN MAWR TRUST Co
|
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
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Sandler Capital Management
|
|
|
|
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WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
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Teachers Retirement System Of The State Of Kentucky
|
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Naples Global Advisors, Llc
|
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Shepherd Financial Partners LLC
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SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
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|
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PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
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Cim Investment Mangement Inc
|
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|
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NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
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|
Moody National Bank Trust Division
|
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|
James Investment Research Inc
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Shelton Capital Management
|
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NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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California Public Employees Retirement System
|
|
|
|
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
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|
Park Avenue Securities Llc
|
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|
Advisor Group Holdings, Inc.
|
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Colony Group, LLC
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
Dimensional Fund Advisors Lp
|
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|
Alliancebernstein L.p.
|
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Mariner, LLC
|
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|
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|
Fisher Asset Management, LLC
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
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|
Gf Fund Management Co. Ltd.
|
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|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
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|
S&t Bank/pa
|
|
|
|
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Wolff Wiese Magana Llc
|
|
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|
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FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
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|
New Age Alpha Advisors, LLC
|
|
|
|
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
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|
Neuberger Berman Group LLC
|
|
|
|
|
|
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
ABASX - AB TRUST - AB Discovery Value Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Waterfront Capital Partners, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
USAF - 2023 ETF Series Trust - Atlas America Fund
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
|
|
|
|
|
|
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares
|
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|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
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|
Prospera Financial Services Inc
|
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|
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|
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
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|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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|
Ubs Asset Management Americas Inc
|
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Sterling Capital Management LLC
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
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|
Greenland Capital Management LP
|
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|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
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|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
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|
Tsfg, Llc
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
DoubleLine ETF Adviser LP
|
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Chicago Capital, LLC
|
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RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
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NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
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|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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|
|
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NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF
|
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|
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VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
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Wells Fargo & Company/mn
|
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SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
|
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|
Toroso Investments, LLC
|
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IFG Advisory, LLC
|
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
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|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
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|
Geneos Wealth Management Inc.
|
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|
Carson Advisory Inc.
|
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AdvisorNet Financial, Inc
|
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Dark Forest Capital Management Lp
|
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Northwestern Mutual Investment Management Company, Llc
|
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SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
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|
Mount Yale Investment Advisors, LLC
|
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Vert Asset Management LLC
|
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DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
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New York Life Investment Management Llc
|
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Colonial Trust Co / SC
|
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OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class
|
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Peregrine Capital Management Llc
|
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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Cetera Investment Advisers
|
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|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
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|
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
|
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|
Gallagher Fiduciary Advisors, LLC
|
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|
Moors & Cabot, Inc.
|
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NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
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AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
|
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|
Register Financial Advisors LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Raymond James Financial Inc
|
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|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
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|
|
1492 Capital Management LLC
|
|
|
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|
|
Motley Fool Wealth Management, LLC
|
|
|
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
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|
|
Hilltop National Bank
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
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|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Peak Financial Advisors Llc
|
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|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
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|
|
Ameriprise Financial Inc
|
|
|
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|
Motley Fool Asset Management LLC
|
|
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|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
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|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
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|
|
JustInvest LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
|
|
|
|
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
NETL - ETF Series Solutions - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
|
|
|
|
|
|
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Value Fund
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
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|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
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State of New Jersey Common Pension Fund D
|
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Truvestments Capital Llc
|
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Td Private Client Wealth Llc
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First Trust Advisors Lp
|
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Russell Investments Group, Ltd.
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Intrust Bank Na
|
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NJ State Employees Deferred Compensation Plan
|
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TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
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Thrivent Financial For Lutherans
|
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
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Axa S.a.
|
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TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Quaker Wealth Management, LLC
|
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|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
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FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
|
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Rocky Mountain Advisers, Llc
|
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ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
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Congress Wealth Management LLC / DE /
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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PENN SERIES FUNDS INC - Mid Cap Value Fund
|
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BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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|
Integrated Advisors Network LLC
|
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LRI Investments, LLC
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Meeder Asset Management Inc
|
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Cbre Clarion Global Real Estate Income Fund
|
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WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
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|
State Of Michigan Retirement System
|
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|
Crewe Advisors LLC
|
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Delphi Management Inc /ma/
|
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Oregon Public Employees Retirement Fund
|
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|
Huntington National Bank
|
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We Are One Seven, LLC
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Yousif Capital Management, Llc
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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Pennington Partners & Co., Llc
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Allstate Corp
|
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Citigroup Inc
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Richard W. Paul & Associates, LLC
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Group One Trading, L.p.
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SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
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Nomura Holdings Inc
|
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Geode Capital Management, Llc
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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Connable Office Inc
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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Norges Bank
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
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|
|
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
|
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FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
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Bokf, Na
|
|
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SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Pensionfund DSM Netherlands
|
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|
Dean Capital Management
|
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Centersquare Investment Management Llc
|
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Federated Hermes, Inc.
|
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IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
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|
Utah Retirement Systems
|
|
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
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|
GeoWealth Management, LLC
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
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|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
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|
Millennium Management Llc
|
|
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|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
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|
|
Kaizen Financial Strategies
|
|
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|
|
Aristotle Capital Boston, LLC
|
|
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|
|
Resources Management Corp /ct/ /adv
|
|
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|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
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|
|
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Developing Growth Portfolio Class I
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF
|
|
|
|
|
|
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
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Crawford Investment Counsel Inc
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
Bridge Creek Capital Management LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Huntleigh Advisors, Inc.
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BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
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Quantinno Capital Management LP
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Brown Advisory Inc
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Bessemer Group Inc
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Principal Financial Group Inc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Skopos Labs, Inc.
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Neuberger Berman Real Estate Securities Income Fund Inc
|
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UniSuper Management Pty Ltd
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SOA Wealth Advisors, LLC.
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Equitable Holdings, Inc.
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American Trust
|
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Values First Advisors, Inc.
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VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
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Virginia Wealth Management Group, Inc.
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Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
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Vanguard Group Inc
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Bank of New York Mellon Corp
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WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
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California State Teachers Retirement System
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MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
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Beacon Capital Management, LLC
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Evergreen Private Wealth LLC
|
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Dana Investment Advisors, Inc.
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Maryland State Retirement & Pension System
|
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Bank Of Montreal /can/
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Nissay Asset Management Corp /japan/ /adv
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Spdr S&p Midcap 400 Etf Trust
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Daiwa Securities Group Inc.
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IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
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Rsm Us Wealth Management Llc
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New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
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Armstrong Advisory Group, Inc
|
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BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
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True Wealth Design, LLC
|
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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Arlington Trust Co LLC
|
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IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
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FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
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State of Tennessee, Treasury Department
|
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KBC Group NV
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JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
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PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A
|
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New England Capital Financial Advisors LLC
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Exchange Traded Concepts, Llc
|
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Natixis Advisors, L.p.
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index 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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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Pacific Heights Asset Management Llc
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Employees Retirement System of Texas
|
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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Mercer Global Advisors Inc /adv
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Norinchukin Bank, The
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XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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Pacific Center for Financial Services
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Amalgamated Bank
|
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Great West Life Assurance Co /can/
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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GAMMA Investing LLC
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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PENN SERIES FUNDS INC - Small Cap Value Fund
|
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O'shaughnessy Asset Management, Llc
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
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Glen Eagle Advisors, LLC
|
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|
Highline Wealth Partners Llc
|
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|
NewSquare Capital LLC
|
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|
VSM Wealth Advisory, LLC
|
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JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund
|
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|
Signaturefd, Llc
|
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|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
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|
Hm Payson & Co
|
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|
|
AE Wealth Management LLC
|
|
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|
Wedge Capital Management L L P/nc
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
|
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|
Retirement Systems of Alabama
|
|
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|
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|
Foundations Investment Advisors, LLC
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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|
Fiduciary Trust Co
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
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|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
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|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
JISOX - John Hancock Funds II - New Opportunities Fund Class 1
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
RITA - ETF Series Solutions - ETFB Green SRI REITs ETF
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Aew Capital Management L P
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
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HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class
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SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A
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IFM Investors Pty Ltd
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
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Wealthcare Advisory Partners LLC
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Coldstream Capital Management Inc
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Aqr Capital Management Llc
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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Central Pacific Bank - Trust Division
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Independent Advisor Alliance
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
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Woodline Partners LP
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class
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GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor
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Park Square Financial Group, LLC
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CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell
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Sonora Investment Management Group, LLC
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FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A
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Truist Financial Corp
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Vaughan Nelson Investment Management, L.p.
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New Mexico Educational Retirement Board
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Louisiana State Employees Retirement System
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Campbell & CO Investment Adviser LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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Centricity Wealth Management, LLC
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EverSource Wealth Advisors, LLC
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Hughes Financial Services, LLC
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
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Holocene Advisors, LP
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
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Kestra Investment Management, LLC
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Pathstone Holdings, LLC
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HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
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Snowden Capital Advisors LLC
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Stolper Co
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FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
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Jain Global LLC
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F/M Investments LLC
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Farther Finance Advisors, LLC
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