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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Leavell Investment Management, Inc.
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Victory Capital Management Inc
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Sunbelt Securities, Inc.
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State of Tennessee, Treasury Department
|
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State Street Corp
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Crossmark Global Holdings, Inc.
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Mengis Capital Management, Inc.
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Ameritas Investment Partners, Inc.
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NEOS ETF Trust - NEOS Real Estate High Income ETF
|
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Keating Investment Counselors Inc
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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Archer Investment Corp
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Smith, Moore & Co.
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TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Thrivent Financial For Lutherans
|
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Bollard Group LLC
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Cetera Investment Advisers
|
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Candriam Luxembourg S.C.A.
|
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TOWER TRUST & INVESTMENT Co
|
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Hantz Financial Services, Inc.
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Radnor Capital Management, LLC
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Mizuho Securities Usa Llc
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Slocum, Gordon & Co LLP
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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American National Bank
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Regions Financial Corp
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Caption Management, LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Cohen Klingenstein LLC
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GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
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Financial Perspectives, Inc
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Argent Trust Co
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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TFC Financial Management
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Marble Harbor Investment Counsel, LLC
|
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New Millennium Group LLC
|
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Edgemoor Investment Advisors, Inc.
|
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Northside Capital Management, LLC
|
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Advisor Group Holdings, Inc.
|
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Hsbc Holdings Plc
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
Bruce G. Allen Investments, LLC
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Bell Investment Advisors, Inc
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Massmutual Trust Co Fsb/adv
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Y-Intercept (Hong Kong) Ltd
|
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Old Point Trust & Financial Services N A
|
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Telos Capital Management, Inc.
|
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Parvin Asset Management, LLC
|
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Assetmark, Inc
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
Jackson Real Assets Fund
|
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|
Sierra Ocean, Llc
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Atlantic Union Bankshares Corp
|
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|
Stifel Financial Corp
|
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
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|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
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|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
West Oak Capital, LLC
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Fox Run Management, L.l.c.
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
|
|
Xponance, Inc.
|
|
|
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|
Headlands Technologies LLC
|
|
|
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|
|
CIBC World Markets Inc.
|
|
|
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|
|
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
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|
Mutual Of America Capital Management Llc
|
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
Bleakley Financial Group, LLC
|
|
|
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|
Ofi Invest Asset Management
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
|
|
|
|
|
|
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Eastern Bank
|
|
|
|
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|
Nikko Asset Management Americas, Inc.
|
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|
Nomura Asset Management Co Ltd
|
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|
Trust Co Of Virginia /va
|
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|
Cwm, Llc
|
|
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|
Country Trust Bank
|
|
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
J. Goldman & Co LP
|
|
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|
Bangor Savings Bank
|
|
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Malaga Cove Capital, LLC
|
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|
Bank Of America Corp /de/
|
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|
Atticus Wealth Management, Llc
|
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|
Mount Yale Investment Advisors, LLC
|
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|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
|
|
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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|
Citadel Advisors Llc
|
|
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|
Quest Partners LLC
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
Merit Financial Group, LLC
|
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Freestone Grove Partners LP
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
DekaBank Deutsche Girozentrale
|
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|
Spirit Of America Management Corp/ny
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
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|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
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|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
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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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|
UniSuper Management Pty Ltd
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
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|
|
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF
|
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|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Prudent Man Advisors, LLC
|
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|
Cohen & Steers, Inc.
|
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|
Rafferty Asset Management, LLC
|
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|
Hancock Whitney Corp
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
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|
|
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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|
Athena Investment Management
|
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|
Clearbridge Investments, LLC
|
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|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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|
Trust Co Of Vermont
|
|
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|
Westside Investment Management, Inc.
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
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|
|
Hemington Wealth Management
|
|
|
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|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
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|
|
Burns Matteson Capital Management, LLC
|
|
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|
|
Jump Financial, LLC
|
|
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|
Hartford Investment Management Co
|
|
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|
Public Employees Retirement System Of Ohio
|
|
|
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|
|
Farmers Trust Co
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
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|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Cohen & Steers Quality Income Realty Fund Inc
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
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Becker Capital Management Inc
|
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
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|
BNP Paribas Asset Management Holding S.A.
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Covestor Ltd
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|
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
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|
Captrust Financial Advisors
|
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Fiduciary Trust Co
|
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LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Sittner & Nelson, Llc
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
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|
Glen Eagle Advisors, LLC
|
|
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|
Lasalle Investment Management Securities Llc
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Royal London Asset Management Ltd
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|
Cullen Investment Group, Ltd.
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Tradewinds Capital Management, LLC
|
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|
Millstone Evans Group, LLC
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Aqr Capital Management Llc
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Third Avenue Management Llc
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Metis Global Partners, LLC
|
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Shell Asset Management Co
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|
Prairie Sky Financial Group LLC
|
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Jpmorgan Chase & Co
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
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BancorpSouth Bank
|
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Guggenheim Strategic Opportunities Fund
|
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|
Cibc World Markets Corp
|
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Biltmore Wealth Management, LLC
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Clifford Swan Investment Counsel Llc
|
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Congress Wealth Management LLC / DE /
|
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FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
City Holding Co
|
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|
Seeds Investor Llc
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WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
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|
NovaPoint Capital, LLC
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Royal Bank Of Canada
|
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Strs Ohio
|
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Sachetta, LLC
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Kayne Anderson Rudnick Investment Management Llc
|
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Badgley Phelps Wealth Managers, LLC
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Westwood Holdings Group Inc
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
Recurrent Investment Advisors LLC
|
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|
MetLife Investment Management, LLC
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
Home Federal Bank Of Tennessee
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
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|
State of New Jersey Common Pension Fund D
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
Utah Retirement Systems
|
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
|
Morgan Stanley
|
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|
Estabrook Capital Management
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Tortoise Investment Management, LLC
|
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|
Premier Fund Managers Ltd
|
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|
Fiduciary Counselling Inc
|
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Accordant Advisory Group Inc
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Onefund, Llc
|
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|
LS Investment Advisors, LLC
|
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|
Cultivar Capital, Inc.
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
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|
Cullen/frost Bankers, Inc.
|
|
|
|
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|
Hollencrest Capital Management
|
|
|
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
|
D.a. Davidson & Co.
|
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|
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|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
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|
BlackRock, Inc.
|
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|
State Of Michigan Retirement System
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
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|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SPRE - Tidal ETF Trust - SP Funds S&P Global REIT Sharia ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
Trium Capital LLP
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Centiva Capital, LP
|
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|
Maryland Capital Advisors Inc.
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|
Montag A & Associates Inc
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Anchor Investment Management, LLC
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Baldwin Brothers Inc/ma
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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Axa S.a.
|
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Caitong International Asset Management Co., Ltd
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FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
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|
Wealth Enhancement Advisory Services, Llc
|
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Moors & Cabot, Inc.
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XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
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NCM Capital Management, LLC
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
First Pacific Financial
|
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|
Td Private Client Wealth Llc
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Truist Financial Corp
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Grandfield & Dodd, Llc
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Chevy Chase Trust Holdings, Inc.
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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Parkside Financial Bank & Trust
|
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SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
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Pacific Heights Asset Management Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
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Mackenzie Financial Corp
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Massachusetts Financial Services Co /ma/
|
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Catalytic Wealth RIA, LLC
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
Farther Finance Advisors, LLC
|
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Groupe la Francaise
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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Ingalls & Snyder Llc
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Cohen & Steers Real Estate Opportunities & Income Fund
|
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LRI Investments, LLC
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Jones Financial Companies Lllp
|
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Addison Advisors LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
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|
Bessemer Group Inc
|
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UBS Group AG
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Ogorek Anthony Joseph /ny/ /adv
|
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Coldstream Capital Management Inc
|
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Howland Capital Management Llc
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RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
Horizon Investments, LLC
|
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|
Allianz Asset Management GmbH
|
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|
Sound Income Strategies, LLC
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
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|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
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|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
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|
Lazard Asset Management Llc
|
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|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
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|
|
|
Armstrong Advisory Group, Inc
|
|
|
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|
AIA Group Ltd
|
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
Widmann Financial Services, Inc.
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
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|
Umb Bank N A/mo
|
|
|
|
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|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
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|
Guidance Capital, Inc
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
|
|
Federated Hermes, Inc.
|
|
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|
Coastline Trust Co
|
|
|
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|
Maven Securities LTD
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
IEYAX - IVY FUNDS - Ivy Energy Fund Class A
|
|
|
|
|
|
KEAT - EA Series Trust - Keating Active ETF
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
CUT - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
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|
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|
Cable Hill Partners, LLC
|
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Winnow Wealth Llc
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Breakwater Investment Management
|
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|
Gallo Partners, LP
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Handelsbanken Fonder AB
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Keystone Global Partners, LLC
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|
Public Employees Retirement Association Of Colorado
|
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|
Birmingham Capital Management Co Inc/al
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Institutional Investment Strategy Fund
|
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|
Hudson Valley Investment Advisors Inc /adv
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Empowered Funds, LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Mystic Asset Management, Inc.
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Grantham, Mayo, Van Otterloo & Co. LLC
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Mirae Asset Global Investments Co., Ltd.
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Pathstone Holdings, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
Cascade Investment Advisors, Inc.
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Shepherd Financial Partners LLC
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|
Mufg Securities Americas Inc.
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Cohen Capital Management, Inc.
|
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|
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|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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|
Whipplewood Advisors, LLC
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Deprince Race & Zollo Inc
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Cbre Clarion Securities Llc
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Texas Yale Capital Corp.
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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Patten & Patten Inc/tn
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Independence Bank of Kentucky
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Evergreen Private Wealth LLC
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Courier Capital Llc
|
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CoreFirst Bank & Trust
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
St Germain D J Co Inc
|
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|
Brown Miller Wealth Management, LLC
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Ethic Inc.
|
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IMC-Chicago, LLC
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Baker Ellis Asset Management LLC
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
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|
Yousif Capital Management, Llc
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
CGC Financial Services, LLC
|
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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Caisse Des Depots Et Consignations
|
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Nbt Bank N A /ny
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Ubs Asset Management Americas Inc
|
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American Financial Advisors, LLC
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Itau Unibanco Holding S.A.
|
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|
Rathbone Brothers plc
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
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|
State of Alaska, Department of Revenue
|
|
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|
Hanson & Doremus Investment Management
|
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Norges Bank
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
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|
Voya Investment Management Llc
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Everence Capital Management Inc
|
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|
|
Sei Investments Co
|
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|
Qrg Capital Management, Inc.
|
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|
Avantax Advisory Services, Inc.
|
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|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
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|
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|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
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|
Barings Llc
|
|
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|
LPL Financial LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
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|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
WOOD - iSHARES TRUST - iShares Global Timber & Forestry ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
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GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
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Cohen & Steers Total Return Realty Fund Inc
|
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SRS Capital Advisors, Inc.
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TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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Mv Capital Management, Inc.
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FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Saturna Capital CORP
|
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
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Rhumbline Advisers
|
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Boston Common Asset Management, LLC
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Jfs Wealth Advisors, Llc
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Knights of Columbus Asset Advisors LLC
|
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DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
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|
Sequoia Financial Advisors, LLC
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Uncommon Cents Investing LLC
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Values First Advisors, Inc.
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Varma Mutual Pension Insurance Co
|
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Graney & King, LLC
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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NewSquare Capital LLC
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New York State Common Retirement Fund
|
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Dimensional Fund Advisors Lp
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1832 Asset Management L.P.
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FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
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Savant Capital, LLC
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Murphy Pohlad Asset Management LLC
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Atlantic Trust, LLC
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Pinnacle Associates Ltd
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Somerset Group LLC
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Global Retirement Partners, LLC
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Ransom Advisory, Ltd
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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TCTC Holdings, LLC
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Lantz Financial LLC
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Zions Bancorporation, National Association /ut/
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Assenagon Asset Management S.A.
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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Manufacturers Life Insurance Company, The
|
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Brighton Jones Llc
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Piscataqua Savings Bank
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Dean Capital Management
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Mariner, LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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FIL Ltd
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Maryland State Retirement & Pension System
|
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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Foresight Group Ltd Liability Partnership
|
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OMERS ADMINISTRATION Corp
|
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Envestnet Portfolio Solutions, Inc.
|
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Keynote Financial Services Llc
|
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Swedbank AB
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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DecisionPoint Financial, LLC
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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IFP Advisors, Inc
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Arbor Capital Management Inc /adv
|
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Salem Investment Counselors Inc
|
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Adage Capital Partners Gp, L.l.c.
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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Profunds - Profund Vp Bull
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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Erste Asset Management GmbH
|
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ESL Trust Services, LLC
|
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OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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|
V-Square Quantitative Management LLC
|
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|
Marathon Capital Management
|
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|
Principia Wealth Advisory, LLC
|
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|
Wilkins Investment Counsel Inc
|
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|
Cutler Capital Management, LLC
|
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|
Rialto Wealth Management, LLC
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
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|
Amalgamated Bank
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class
|
|
|
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|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
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Oppenheimer & Co Inc
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
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Johnson Bixby & Associates, LLC
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Bellevue Asset Management, Llc
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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Steward Partners Investment Advisory, Llc
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HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
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Securian Funds Trust - SFT Index 500 Fund Class 1
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
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Delta Asset Management Llc/tn
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Great West Life Assurance Co /can/
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Nbc Securities, Inc.
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Centennial Bank/AR/
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Keybank National Association/oh
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Ancora Advisors, LLC
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Ramirez Asset Management, Inc.
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Worldquant Millennium Advisors Llc
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Curbstone Financial Management Corp
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Twin Tree Management, LP
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
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JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
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RiverFront Investment Group, LLC
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Oppenheimer Asset Management Inc.
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Carson Advisory Inc.
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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Meyer Handelman Co
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Beaird Harris Wealth Management, LLC
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Franklin Resources Inc
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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Net Worth Advisory Group
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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VSM Wealth Advisory, LLC
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Commerce Bank
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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IFM Investors Pty Ltd
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VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
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Holocene Advisors, LP
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
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Ascent Wealth Partners, LLC
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Profunds - Profund Vp Real Estate
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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Strong Tower Advisory Services
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
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HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
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MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
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Penserra Capital Management LLC
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AdvisorNet Financial, Inc
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Advisors Asset Management, Inc.
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REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
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DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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GeoWealth Management, LLC
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Trust Co Of Toledo Na /oh/
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
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