|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
|
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|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
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|
Jump Financial, LLC
|
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|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
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|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
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|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
Fmr Llc
|
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|
Guggenheim Capital Llc
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
|
Clark Capital Management Group, Inc.
|
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|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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|
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
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|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
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|
Tredje AP-fonden
|
|
|
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True Wealth Design, LLC
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
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|
Wesbanco Bank Inc
|
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|
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
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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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|
Nicola Wealth Management Ltd.
|
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|
Versant Capital Management, Inc
|
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|
PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
|
|
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|
|
Franklin Resources Inc
|
|
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|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
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REET - iSHARES TRUST - iShares Global REIT ETF
|
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|
Aew Capital Management L P
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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|
|
Walleye Trading LLC
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
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|
Landmark Investment Partners, L.p.
|
|
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|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Cwm, Llc
|
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|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
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|
Principia Wealth Advisory, LLC
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
KPP Advisory Services LLC
|
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|
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|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
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|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
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|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
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AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
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|
Shell Asset Management Co
|
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Trustmark National Bank Trust Department
|
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Westside Investment Management, Inc.
|
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KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
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|
Cookson Peirce & Co Inc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
Avantax Advisory Services, Inc.
|
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|
Ameritas Investment Partners, Inc.
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
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|
Handelsbanken Fonder AB
|
|
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|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
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|
DnB Asset Management AS
|
|
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|
HighTower Advisors, LLC
|
|
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|
Walleye Capital LLC
|
|
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|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
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|
Gateway Investment Advisers Llc
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
Public Sector Pension Investment Board
|
|
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|
|
Metis Global Partners, LLC
|
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|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
Sittner & Nelson, Llc
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
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|
|
AdvisorNet Financial, Inc
|
|
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|
Fifth Third Bancorp
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
|
West Family Investments, Inc.
|
|
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|
Legacy Wealth Asset Management, LLC
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
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|
|
Bank Of Montreal /can/
|
|
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|
WFA of San Diego, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Principal Real Estate Income Fund
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
B&I Capital AG
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Anson Funds Management LP
|
|
|
|
|
|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
CMC Financial Group
|
|
|
|
|
|
SRHR - Elevation Series Trust - SRH REIT Covered Call ETF Shares
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
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Ossiam
|
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Everence Capital Management Inc
|
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Huntington National Bank
|
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Tandem Capital Management Corp /adv
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|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
State of New Jersey Common Pension Fund D
|
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Credit Capital Investments LLC
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Gilliland Jeter Wealth Management LLC
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Candriam Luxembourg S.C.A.
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1832 Asset Management L.P.
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Bnp Paribas Arbitrage, Sa
|
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Kentucky Retirement Systems
|
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Glenview Trust Co
|
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DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
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Arrowstreet Capital, Limited Partnership
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ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
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Bank Of America Corp /de/
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Boothbay Fund Management, Llc
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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Private Trust Co Na
|
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Cerity Partners LLC
|
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Gold Investment Management Ltd.
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Resolution Capital Ltd
|
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Hartland & Co., LLC
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Algert Global Llc
|
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HighMark Wealth Management LLC
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
Mutual Advisors, LLC
|
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Klp Kapitalforvaltning As
|
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Carmel Capital Partners, LLC
|
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Northern Oak Wealth Management Inc
|
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Quantinno Capital Management LP
|
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HGI Capital Management, LLC
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Agf Management Ltd
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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Cetera Trust Company, N.A
|
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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NewEdge Wealth, LLC
|
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Global Retirement Partners, LLC
|
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Lasalle Investment Management Securities Llc
|
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Siemens Fonds Invest GmbH
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Sentry Investment Management Llc
|
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Westpac Banking Corp
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Deerfield Management Company, L.p. (series C)
|
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Kempen Capital Management N.v.
|
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Net Worth Advisory Group
|
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Resona Asset Management Co.,Ltd.
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
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|
Virtus ETF Advisers LLC
|
|
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|
|
|
Sei Investments Co
|
|
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|
Ballentine Partners, LLC
|
|
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Utah Retirement Systems
|
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|
Portman Square Capital LLP
|
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|
Jones Financial Companies Lllp
|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
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|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
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|
|
Bokf, Na
|
|
|
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|
Umb Bank N A/mo
|
|
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SOUTH STATE Corp
|
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
Hazelview Securities Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Nuveen Real Estate Income Fund
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Land & Buildings Investment Management, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
GSI Capital Advisors LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Franchise Capital Ltd
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Neuberger Berman Real Estate Securities Income Fund Inc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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Magnetar Financial LLC
|
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A
|
|
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|
Ubs Asset Management Americas Inc
|
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|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Millennium Management Llc
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Skopos Labs, Inc.
|
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Family Wealth Partners, Llc
|
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|
Ensign Peak Advisors, Inc
|
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|
|
Baird Financial Group, Inc.
|
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|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
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|
Tompkins Financial Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
Farmers Trust Co
|
|
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|
Schroder Investment Management Group
|
|
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|
Trust Co Of Vermont
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
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|
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|
Steigerwald, Gordon & Koch Inc.
|
|
|
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|
Qtron Investments LLC
|
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
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|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
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|
Legal & General Group Plc
|
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|
Mizuho Securities Usa Llc
|
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FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
|
|
|
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|
Strs Ohio
|
|
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|
Cresset Asset Management, LLC
|
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|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
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|
Caitong International Asset Management Co., Ltd
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
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|
Machina Capital S.a.s.
|
|
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|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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LPRE - Exchange Listed Funds Trust - Long Pond Real Estate Select ETF
|
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|
Balyasny Asset Management Llc
|
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Pallas Capital Advisors LLC
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
State of Alaska, Department of Revenue
|
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|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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N.E.W. Advisory Services LLC
|
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Motco
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
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|
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class
|
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Creative Financial Designs Inc /adv
|
|
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|
Roman Butler Fullerton & Co
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
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|
Assetmark, Inc
|
|
|
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Impax Asset Management Group plc
|
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|
APG Asset Management US Inc.
|
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Barclays Plc
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
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|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Vert Asset Management LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
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|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
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|
Group One Trading, L.p.
|
|
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|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Coldstream Capital Management Inc
|
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Old National Bancorp /in/
|
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Chilton Capital Management Llc
|
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Profund Advisors Llc
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
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|
IMC-Chicago, LLC
|
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|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Swedbank AB
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Hilltop National Bank
|
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Landscape Capital Management, L.l.c.
|
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Vanguard Group Inc
|
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Pnc Financial Services Group, Inc.
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Golden State Wealth Management, LLC
|
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Captrust Financial Advisors
|
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Hanson & Doremus Investment Management
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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|
HighPoint Advisor Group LLC
|
|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
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|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
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|
Us Bancorp \de\
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Spirit Of America Management Corp/ny
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Raymond James Financial Inc
|
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|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
|
Fortitude Family Office, LLC
|
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XTX Topco Ltd
|
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Df Dent & Co Inc
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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|
Ascent Group, LLC
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CVA Family Office, LLC
|
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Moody National Bank Trust Division
|
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AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
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Ameritas Advisory Services, LLC
|
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California State Teachers Retirement System
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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Czech National Bank
|
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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North Star Investment Management Corp.
|
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
MQS Management LLC
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|
Rakuten Investment Management, Inc.
|
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Greenleaf Trust
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
AlphaCore Capital LLC
|
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|
Knights of Columbus Asset Advisors LLC
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
ANTIPODES PARTNERS Ltd
|
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|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
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|
Strengthening Families & Communities, LLC
|
|
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|
Ieq Capital, Llc
|
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|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
|
|
|
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
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|
Signaturefd, Llc
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
Axa S.a.
|
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|
Sierra Ocean, Llc
|
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IHT Wealth Management, LLC
|
|
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|
Texas Permanent School Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
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|
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
|
|
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|
Kentucky Trust Co
|
|
|
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|
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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Contravisory Investment Management, Inc.
|
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|
|
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REZ - iSHARES TRUST - iShares Residential Real Estate ETF
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
Park Avenue Securities Llc
|
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MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
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Alpine Global Premier Properties Fund
|
|
|
|
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|
REIT - ALPS ETF Trust - ALPS Active REIT ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
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|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Renaissance Technologies Llc
|
|
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|
Kingsview Wealth Management, LLC
|
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|
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|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
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|
|
|
Nilsine Partners, LLC
|
|
|
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|
Varma Mutual Pension Insurance Co
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
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|
Daiwa Securities Group Inc.
|
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|
Brasada Capital Management, Lp
|
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Capital Advisors, Ltd. LLC
|
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Nuveen, LLC
|
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Hollencrest Capital Management
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
Private Wealth Asset Management, LLC
|
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Pensionfund Sabic
|
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Capital Fund Management S.a.
|
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Cohen Capital Management, Inc.
|
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Insigneo Advisory Services, Llc
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
IFP Advisors, Inc
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
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|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
|
|
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|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
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|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
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|
Norges Bank
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Northwood Liquid Management Lp
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
GEM Realty Capital
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
CFGIX - Total Fund Solution - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
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|
Elo Mutual Pension Insurance Co
|
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|
Cambria Investment Management, L.P.
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Lake Street Financial Llc
|
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|
Gts Securities Llc
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
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|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
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|
Cornerstone Planning Group LLC
|
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|
Quantbot Technologies LP
|
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|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
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|
Turtle Creek Wealth Advisors, LLC
|
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
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Congress Wealth Management LLC / DE /
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
Governors Lane LP
|
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|
Quarry LP
|
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|
Valued Wealth Advisors LLC
|
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|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
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|
Texas Yale Capital Corp.
|
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Ogorek Anthony Joseph /ny/ /adv
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
Sachetta, LLC
|
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Centerpoint Advisors, LLC
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Hantz Financial Services, Inc.
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NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
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Smithfield Trust Co
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GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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Whittier Trust Co
|
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BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
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|
Colony Group, LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Federated Hermes, Inc.
|
|
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Westwood Holdings Group Inc
|
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MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
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|
Salomon & Ludwin, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
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THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
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Achmea Investment Management B.V.
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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|
ASR Vermogensbeheer N.V.
|
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Brown Brothers Harriman & Co
|
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Fort Sheridan Advisors Llc
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JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I
|
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|
Allianz Asset Management GmbH
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
Creative Planning
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
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|
Intact Investment Management Inc.
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|
Caldwell Securities, Inc
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|
iA Global Asset Management Inc.
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Nisa Investment Advisors, Llc
|
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Ronald Blue Trust, Inc.
|
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|
Cibc World Markets Corp
|
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|
Howard Hughes Medical Institute
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
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|
Pettyjohn, Wood & White, Inc
|
|
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|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
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|
Cromwell Holdings LLC
|
|
|
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|
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
|
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|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
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|
Loomis Sayles & Co L P
|
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|
Robertson Stephens Wealth Management, LLC
|
|
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|
Rise Advisors, LLC
|
|
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|
|
Profunds - Profund Vp Real Estate
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
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|
|
Van Eck Associates Corp
|
|
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|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
|
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|
Epoch Investment Partners, Inc.
|
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|
Acadian Asset Management Llc
|
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|
Hilltop Wealth Advisors, Llc
|
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|
Rhumbline Advisers
|
|
|
|
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|
American Assets Investment Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Versus Capital Multi-manager Real Estate Income Fund Llc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Nomura Asset Management Co Ltd
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Camden Capital, LLC
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
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JNBA Financial Advisors
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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Jane Street Group, Llc
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Lindbrook Capital, Llc
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
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Griffin Institutional Access Real Estate Fund
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Geneos Wealth Management Inc.
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
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Mbb Public Markets I Llc
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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Promus Capital, LLC
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Asset Dedication, LLC
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SJS Investment Consulting Inc.
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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Penserra Capital Management LLC
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Tobam
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Ceredex Value Advisors LLC
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Atria Investments Llc
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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Ameriflex Group, Inc.
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VCGAX - VALIC Co I - Growth & Income Fund
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
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MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
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Addison Advisors LLC
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Securian Funds Trust - SFT Index 500 Fund Class 1
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Vident Advisory, LLC
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Jfs Wealth Advisors, Llc
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Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Wedmont Private Capital
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Sarasin & Partners LLP
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DAVENPORT & Co LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Sowell Financial Services LLC
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
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DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Bank of New Hampshire
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Bank Of Nova Scotia
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Groupama Asset Managment
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Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
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XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
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Steward Partners Investment Advisory, Llc
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ORG Partners LLC
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
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Teacher Retirement System Of Texas
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Tudor Investment Corp Et Al
|
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Adage Capital Partners Gp, L.l.c.
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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Neuberger Berman Group LLC
|
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TD Waterhouse Canada Inc.
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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Zions Bancorporation, National Association /ut/
|
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KBC Group NV
|
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Institutional Investment Strategy Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
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McIlrath & Eck, LLC
|
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JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A
|
|
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|
Securian Asset Management, Inc
|
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FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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Anfield Capital Management, LLC
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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|
Harbour Investments, Inc.
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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Asset Management One Co., Ltd.
|
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Pacer Advisors, Inc.
|
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Wells Fargo & Company/mn
|
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Mirae Asset Global Investments Co., Ltd.
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
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|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
|
|
Credit Agricole S A
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
|
|
|
|
|
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
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|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
