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Strategic Blueprint, LLC
|
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|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Core Alternative Capital
|
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1832 Asset Management L.P.
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SYM FINANCIAL Corp
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Bokf, Na
|
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Sanibel Captiva Trust Company, Inc.
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GW&K Investment Management, LLC
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Ascent Wealth Partners, LLC
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
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|
Pure Financial Advisors, Inc.
|
|
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Spectrum Wealth Counsel, LLC
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
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|
Biltmore Wealth Management, LLC
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Chesapeake Wealth Management
|
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|
Cromwell Holdings LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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McIlrath & Eck, LLC
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Credit Agricole S A
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
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Tower Research Capital LLC (TRC)
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Transcend Wealth Collective, Llc
|
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
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Two Sigma Advisers, Lp
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Silverlake Wealth Management Llc
|
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GeoWealth Management, LLC
|
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|
Maltin Wealth Management, Inc.
|
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Capital Investment Advisors, LLC
|
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Plimoth Trust Co Llc
|
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Drucker Wealth 3.0, LLC
|
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Inscription Capital, LLC
|
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VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
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|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
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|
Winmill & Co. Inc
|
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Global Retirement Partners, LLC
|
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
EP Wealth Advisors, Inc.
|
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PENN SERIES FUNDS INC - Real Estate Securities Fund
|
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MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
JAJMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV
|
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|
Tcw Group Inc
|
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NorthCrest Asset Manangement, LLC
|
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D.a. Davidson & Co.
|
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Excalibur Management Corp
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Assenagon Asset Management S.A.
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Capstone Triton Financial Group, LLC
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
State Of Wisconsin Investment Board
|
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Williams & Novak, LLC
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
IFG Advisory, LLC
|
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|
Johnson Financial Group, Inc.
|
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Avestar Capital, LLC
|
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Cascade Investment Advisors, Inc.
|
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Ameritas Investment Partners, Inc.
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
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|
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|
OMERS ADMINISTRATION Corp
|
|
|
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|
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Legal & General Group Plc
|
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Waddell & Associates, Llc
|
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FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Soapstone Management L.p.
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Motco
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
GSI Capital Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Nuveen Real Estate Income Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Wells Fargo & Company/mn
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
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Nations Financial Group Inc, /ia/ /adv
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Allen Wealth Management, Llc
|
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Minot DeBlois Advisors LLC
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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Cetera Trust Company, N.A
|
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Mbb Public Markets I Llc
|
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Pacer Advisors, Inc.
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REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
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Flaharty Asset Management, LLC
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Sunbelt Securities, Inc.
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Main Street Group, LTD
|
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Alaethes Wealth LLC
|
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Klp Kapitalforvaltning As
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Daiwa Securities Group Inc.
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Hendershot Investments Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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GAM Holding AG
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Wolverine Trading, Llc
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Rogco, Lp
|
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Arizona State Retirement System
|
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Versus Capital Multi-manager Real Estate Income Fund Llc
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HB Wealth Management, LLC
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Kentucky Retirement Systems
|
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Umpqua Bank
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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Haverford Trust Co
|
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Allspring Global Investments Holdings, LLC
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Clearbridge Investments, LLC
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ExodusPoint Capital Management, LP
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
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NEOS ETF Trust - NEOS Real Estate High Income ETF
|
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Fuller & Thaler Asset Management, Inc.
|
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Buck Wealth Strategies, LLC
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Capital Advisory Group Advisory Services, LLC
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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Union Bancaire Privee, UBP SA
|
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Evoke Wealth, Llc
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Toth Financial Advisory Corp
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MAI Capital Management
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Vestcor Inc
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IMC-Chicago, LLC
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Reynders McVeigh Capital Management, LLC
|
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VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
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Groupe la Francaise
|
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State of New Jersey Common Pension Fund D
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Te Ahumairangi Investment Management Ltd
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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Kestra Private Wealth Services, Llc
|
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Foundations Investment Advisors, LLC
|
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JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
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Canada Pension Plan Investment Board
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Natixis Advisors, L.p.
|
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Wellington Management Group Llp
|
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MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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|
Newbridge Financial Services Group, Inc.
|
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Patrick M Sweeney & Associates, Inc
|
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|
Morgan Stanley
|
|
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Y-Intercept (Hong Kong) Ltd
|
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Meritage Portfolio Management
|
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RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
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|
Gf Fund Management Co. Ltd.
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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DHJJ Financial Advisors, Ltd.
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
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|
|
Avantax Advisory Services, Inc.
|
|
|
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|
|
Cetera Investment Advisers
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
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|
|
Allen Capital Group, LLC
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
|
|
|
|
|
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
REIT - ALPS ETF Trust - ALPS Active REIT ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
|
|
|
|
|
Cohen & Steers Quality Income Realty Fund Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
RITA - ETF Series Solutions - ETFB Green SRI REITs ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
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|
Old Point Trust & Financial Services N A
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
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|
Koshinski Asset Management, Inc.
|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
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|
Equitable Holdings, Inc.
|
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
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|
Lindbrook Capital, Llc
|
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|
|
Hummer Financial Advisory Services Inc
|
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|
Gotham Asset Management, LLC
|
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|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
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|
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|
Blue Fin Capital, Inc.
|
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Financial Avengers, Inc.
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
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|
Candriam Luxembourg S.C.A.
|
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|
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|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
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|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Equitable Trust Co
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
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Mission Wealth Management, Lp
|
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Capital Fund Management S.a.
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
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|
Creekside Partners
|
|
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|
Heartland Advisors Inc
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
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|
Aviva Plc
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
High Note Wealth, LLC
|
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|
|
Gould Capital, LLC
|
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|
LPL Financial LLC
|
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|
Global X Japan Co., Ltd.
|
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|
Wambolt & Associates, LLC
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Price T Rowe Associates Inc /md/
|
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|
Cape Ann Savings Bank
|
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|
Vident Advisory, LLC
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
Winthrop Capital Management, LLC
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
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|
Camden National Bank
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Davis Selected Advisers
|
|
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|
|
Donald L. Hagan, LLC
|
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|
Hantz Financial Services, Inc.
|
|
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|
Friedenthal Financial
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Sophron Capital Management L.P.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
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Ontario Teachers Pension Plan Board
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Xponance, Inc.
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
Jackson Thornton Asset Management, Llc
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Savant Capital, LLC
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PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
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Duff & Phelps Investment Management Co
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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Pnc Financial Services Group, Inc.
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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Everence Capital Management Inc
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Synovus Financial Corp
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
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Howard Capital Management Inc.
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Brevan Howard Capital Management LP
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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California Public Employees Retirement System
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
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FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
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Neuberger Berman Real Estate Securities Income Fund Inc
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Alpine Bank Wealth Management
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
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Harbour Investments, Inc.
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CIBC World Markets Inc.
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Trust Co Of Vermont
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Painted Porch Advisors LLC
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Putney Financial Group LLC
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DT Investment Partners, LLC
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker 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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Humankind Benefit Corp - Humankind US Stock ETF
|
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FORA Capital, LLC
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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PDS Planning, Inc
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CenterBook Partners LP
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Whittier Trust Co
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Gifford Fong Associates
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Spire Wealth Management
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
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Pineridge Advisors LLC
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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Mufg Securities Americas Inc.
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HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
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Jump Financial, LLC
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Commonwealth Equity Services, Llc
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Federated Hermes, Inc.
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RD Lewis Holdings, Inc.
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Clarity Financial LLC
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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MainStreet Investment Advisors LLC
|
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Generation Capital Management LLC
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
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Godsey & Gibb Associates
|
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waypoint wealth counsel
|
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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DecisionPoint Financial, LLC
|
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ProShare Advisors LLC
|
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WealthPLAN Partners, LLC
|
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Kcm Investment Advisors Llc
|
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GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
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Hartford Investment Management Co
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Siemens Fonds Invest GmbH
|
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|
SRS Capital Advisors, Inc.
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Columbus Macro, LLC
|
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Presima Inc.
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Manufacturers Life Insurance Company, The
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
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|
Wbh Advisory Inc
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Exencial Wealth Advisors, Llc
|
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Shell Asset Management Co
|
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DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
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|
Naviter Wealth, LLC
|
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
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|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
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|
Kingswood Wealth Advisors, Llc
|
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|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
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|
Beverly Hills Private Wealth, LLC
|
|
|
|
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|
Bell Investment Advisors, Inc
|
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|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
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|
|
Pensionfund DSM Netherlands
|
|
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|
|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
|
|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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|
North Dallas Bank & Trust Co
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Graham Capital Management, L.P.
|
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Perpetual Ltd
|
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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Westwood Holdings Group Inc
|
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|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
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|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
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|
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
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|
Kovack Advisors, Inc.
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IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
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Pensionmark Financial Group, Llc
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Nilsine Partners, LLC
|
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National Pension Service
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Jpmorgan Chase & Co
|
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Graypoint LLC
|
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Coldstream Capital Management Inc
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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|
Saturna Capital CORP
|
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Abn Amro Investment Solutions
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Wealth Alliance
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
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|
Ethic Inc.
|
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Bellevue Asset Management, Llc
|
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Ag2r La Mondiale Gestion D'actifs
|
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Miracle Mile Advisors, LLC
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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Regatta Capital Group, Llc
|
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Farther Finance Advisors, LLC
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Checchi Capital Advisers, LLC
|
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Marshall Financial Group LLC
|
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Profunds - Profund Vp Large-cap Growth
|
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|
Fifth Third Wealth Advisors LLC
|
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Independent Advisor Alliance
|
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WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
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VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
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Robertson Stephens Wealth Management, LLC
|
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Stonegate Investment Group, LLC
|
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Jfs Wealth Advisors, Llc
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Simon Quick Advisors, Llc
|
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Cornerstone Planning Group LLC
|
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Atlantic Edge Private Wealth Management, LLC
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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4wealth Advisors, Inc.
|
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West Oak Capital, LLC
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF
|
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|
Atticus Wealth Management, Llc
|
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|
HighPoint Advisor Group LLC
|
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Sentry Investment Management Llc
|
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Varma Mutual Pension Insurance Co
|
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Retirement Systems of Alabama
|
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Zions Bancorporation, National Association /ut/
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
NorthRock Partners, LLC
|
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|
Toronto Dominion Bank
|
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
Bank Of Montreal /can/
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Griffin Institutional Access Real Estate Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
HGI Capital Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
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Pinnacle Associates Ltd
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Cornerstone Advisory, LLC
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Avion Wealth
|
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|
Zrc Wealth Management, Llc
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Successful Portfolios LLC
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Deutsche Bank Ag\
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Sittner & Nelson, Llc
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AlphaCore Capital LLC
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Congress Wealth Management LLC / DE /
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Activest Wealth Management
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Nbc Securities, Inc.
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Jefferies Financial Group Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Great West Life Assurance Co /can/
|
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Cohen & Steers, Inc.
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CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
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Dean Investment Associates, Llc
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Schroder Investment Management Group
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IMA Wealth, Inc.
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Atria Investments Llc
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Hartford Funds Management Co LLC
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Trifecta Capital Advisors, LLC
|
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Forte Capital Llc /adv
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Petix & Botte Co
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Trust Co
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
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South Plains Financial, Inc.
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Magnetar Financial LLC
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FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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Fmr Llc
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Sigma Investment Counselors Inc
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Clare Market Investments LLC
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Susquehanna Portfolio Strategies, LLC
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Johnson Investment Counsel Inc
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Essex Financial Services, Inc.
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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PENN SERIES FUNDS INC - Large Cap Value Fund
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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New Age Alpha Advisors, LLC
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Principal Securities, Inc.
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State Of Michigan Retirement System
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
SPC Financial, Inc.
|
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RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
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Proathlete Wealth Management Llc
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Oppenheimer Asset Management Inc.
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Plato Investment Management Ltd
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Gryphon Financial Partners LLC
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|
Smartleaf Asset Management LLC
|
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|
Evercore Wealth Management, LLC
|
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|
InTrack Investment Management Inc
|
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|
Quantinno Capital Management LP
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Capital Management Associates, Inc
|
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|
B&I Capital AG
|
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|
Goldman Sachs Group Inc
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
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|
Plante Moran Financial Advisors, LLC
|
|
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
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|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
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|
|
Garda Capital Partners Lp
|
|
|
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|
Parvin Asset Management, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
HAUS - Tidal ETF Trust - Home Appreciation U.S. REIT ETF
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Alpine Global Premier Properties Fund
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
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Dark Forest Capital Management Lp
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CIBC Private Wealth Group, LLC
|
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Live Oak Investment Partners
|
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Cary Street Partners Financial Llc
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
Bare Financial Services, Inc
|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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Nvwm, Llc
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
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|
Oxbow Advisors, LLC
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
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|
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|
Sage Capital Management, LLC
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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MJT & Associates Financial Advisory Group, Inc.
|
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
State of Tennessee, Treasury Department
|
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|
Pinnacle Financial Partners Inc
|
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Highview Capital Management LLC/DE/
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Mount Yale Investment Advisors, LLC
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Wealth Enhancement Advisory Services, Llc
|
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Thoroughbred Financial Services, Llc
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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|
Ossiam
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF
|
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|
Franklin, Parlapiano, Turner & Welch, LLC
|
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Charles Schwab Investment Management Inc
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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Richwood Investment Advisors, LLC
|
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SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
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|
Chatham Capital Group, Inc.
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United Capital Financial Advisers, Llc
|
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Stenger Family Office, LLC
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
Fiduciary Trust Co
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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M&G Plc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Azimuth Capital Investment Management LLC
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Swedbank AB
|
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Cigna Investments Inc /new
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Hazelview Securities Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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PENN SERIES FUNDS INC - Mid Core Value Fund
|
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|
Chesley Taft & Associates LLC
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Atwood & Palmer Inc
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Capital International Investors
|
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Nomura Holdings Inc
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Engineers Gate Manager LP
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Ancora Advisors, LLC
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Shelton Capital Management
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Canada Post Corp Registered Pension Plan
|
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Baker Tilly Financial, Llc
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CAPROCK Group, Inc.
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Sheets Smith Wealth Management
|
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|
SOA Wealth Advisors, LLC.
|
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Mizuho Securities Usa Llc
|
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|
Valued Wealth Advisors LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
SummitTX Capital, L.P.
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
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|
Diversify Advisory Services, LLC
|
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|
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Clear Creek Financial Management, LLC
|
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Bbr Partners, Llc
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
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|
Summit Asset Management, LLC
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
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|
Kathmere Capital Management, LLC
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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|
Nordea Investment Management Ab
|
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|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Goldman Sachs Real Estate Diversified Income Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Cohen & Steers Total Return Realty Fund Inc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
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|
Brown Brothers Harriman & Co
|
|
|
|
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|
Geode Capital Management, Llc
|
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|
Campion Asset Management LLC
|
|
|
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|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
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|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
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|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
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|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
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|
Cerity Partners LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
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|
|
Weaver Capital Management LLC
|
|
|
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|
|
MASTERINVEST Kapitalanlage GmbH
|
|
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|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
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|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
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|
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|
Wedmont Private Capital
|
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|
Sarasin & Partners LLP
|
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|
Harbor Investment Advisory, Llc
|
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|
Signaturefd, Llc
|
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|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Natixis
|
|
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|
|
Massachusetts Financial Services Co /ma/
|
|
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|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Lasalle Investment Management Securities Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
AIGYX - Aberdeen Funds - Aberdeen Realty Income & Growth Fund Institutional Class
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
REZ - iSHARES TRUST - iShares Residential Real Estate ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
|
|
|
|
|
KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
FinDec Wealth Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
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J.w. Cole Advisors, Inc.
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Pacific Sun Financial Corp
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Legacy Capital Wealth Partners, LLC
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MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
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Sterling Investment Advisors, Ltd.
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Susquehanna Fundamental Investments, Llc
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Schwallier Wealth Management LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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Clifford Swan Investment Counsel Llc
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Edgemoor Investment Advisors, Inc.
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Aware Super Pty Ltd as trustee of Aware Super
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Rockefeller Capital Management L.P.
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
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Oversea-Chinese Banking CORP Ltd
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Orion Portfolio Solutions, LLC
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JIREX - John Hancock Funds II - Real Estate Securities Fund Class 1
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True Wealth Design, LLC
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Acap Strategic Fund
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Exchange Traded Concepts, Llc
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Prudential Financial Inc
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Legacy Wealth Asset Management, LLC
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URE - PROSHARES TRUST - ProShares Ultra Real Estate
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Horst & Graben Wealth Management LLC
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Jane Street Group, Llc
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Edgestream Partners, L.P.
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
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Panagora Asset Management Inc
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RB Capital Management, LLC
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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JNBA Financial Advisors
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CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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Advisors Preferred, LLC
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Brighthouse Funds Trust II - MFS Value Portfolio Class A
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Signature Resources Capital Management, LLC
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Massmutual Trust Co Fsb/adv
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Bank of Jackson Hole Trust
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Dagco, Inc.
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
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Ellevest, Inc.
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Blodgett Wealth Advisors, Llc
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ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
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Jamison Private Wealth Management, Inc.
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Aew Capital Management L P
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ASR Vermogensbeheer N.V.
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
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Anchor Investment Management, LLC
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
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Colonial Trust Advisors
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MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
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GWM Advisors LLC
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
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Intact Investment Management Inc.
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Busey Wealth Management
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Callan Family Office, LLC
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