|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
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|
Goldman Sachs Group Inc
|
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Financial Management Professionals, Inc.
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Livforsakringsbolaget Skandia, Omsesidigt
|
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FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Brown Brothers Harriman & Co
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Empire Life Investments Inc.
|
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Mitsubishi UFJ Trust & Banking Corp
|
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DekaBank Deutsche Girozentrale
|
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Susquehanna International Group, Llp
|
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Barnett & Company, Inc.
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
|
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|
Ameritas Investment Partners, Inc.
|
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|
StoneX Group Inc.
|
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Chilton Capital Management Llc
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Epoch Investment Partners, Inc.
|
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|
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV
|
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FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
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|
Allstate Corp
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Carmel Capital Partners, LLC
|
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Private Wealth Management Group, LLC
|
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|
Mizuho Securities Usa Llc
|
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|
Capital Analysts, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Ancora Advisors, LLC
|
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|
MAI Capital Management
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Nicola Wealth Management Ltd.
|
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Evolution Wealth Management Inc.
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Oxbow Advisors, LLC
|
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|
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class)
|
|
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|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
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|
GoalVest Advisory LLC
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Capital Advisors, Ltd. LLC
|
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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|
NovaPoint Capital, LLC
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Tcw Group Inc
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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GWM Advisors LLC
|
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|
Hilltop Holdings Inc.
|
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Principia Wealth Advisory, LLC
|
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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|
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A
|
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|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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Pimco Strategic Income Fund, Inc
|
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Truvestments Capital Llc
|
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Cambridge Investment Research Advisors, Inc.
|
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Nwam Llc
|
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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|
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
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|
Legacy Investment Solutions, LLC
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
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|
|
Aaron Wealth Advisors LLC
|
|
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|
|
GPS Wealth Strategies Group, LLC
|
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|
Pimco Dynamic Income Fund
|
|
|
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|
Marshall Wace, Llp
|
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|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Two Roads Shared Trust - Anfield Universal Fixed Income ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I
|
|
|
|
|
|
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I
|
|
|
|
|
|
Versus Capital Multi-manager Real Estate Income Fund Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
BRASX - Blackrock Allocation Target Shares - Bats Series S
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Pcm Fund, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a)
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
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|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
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|
William Blair Investment Management, Llc
|
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|
Ameritas Advisory Services, LLC
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Hosking Partners LLP
|
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|
Principal Financial Group Inc
|
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
BJK - VanEck Vectors ETF Trust - VanEck Vectors Gaming ETF
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
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|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
|
Wolverine Trading, Llc
|
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|
GSI Capital Advisors LLC
|
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Avion Wealth
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
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|
Strs Ohio
|
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|
Birchbrook, Inc.
|
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Addison Advisors LLC
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
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Ntv Asset Management Llc
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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|
Invesco Ltd.
|
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Skba Capital Management Llc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
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|
GeoWealth Management, LLC
|
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|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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|
Burford Brothers, Inc.
|
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PACIFIC SELECT FUND - Bond Plus Portfolio Class P
|
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|
JCIC Asset Management Inc.
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Cbre Clarion Global Real Estate Income Fund
|
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|
Wells Fargo Global Dividend Opportunity Fund
|
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|
Seven Mile Advisory
|
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Exchange Traded Concepts, Llc
|
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Zacks Investment Management
|
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Colony Group, LLC
|
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
Sagespring Wealth Partners, Llc
|
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Glenmede Investment Management, LP
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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|
Lido Advisors, LLC
|
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GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
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Sentry Investment Management Llc
|
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REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
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Axa S.a.
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
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|
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|
Creative Financial Designs Inc /adv
|
|
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|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Kestra Investment Management, LLC
|
|
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|
|
Arizona State Retirement System
|
|
|
|
|
|
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
|
|
|
|
|
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund
|
|
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|
|
Thoroughbred Financial Services, Llc
|
|
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|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
|
|
|
|
|
|
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
LDR Capital Management LLC
|
|
|
|
|
|
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
VICE - AdvisorShares Trust - AdvisorShares Vice ETF
|
|
|
|
|
|
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
|
|
|
|
|
|
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
REIT - ALPS ETF Trust - ALPS Active REIT ETF
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Aew Capital Management L P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
Cohen & Steers Total Return Realty Fund Inc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I
|
|
|
|
|
|
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
PENN SERIES FUNDS INC - Real Estate Securities Fund
|
|
|
|
|
|
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Pimco High Income Fund
|
|
|
|
|
|
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A
|
|
|
|
|
|
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Pimco Corporate & Income Strategy Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
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|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
|
|
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
|
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|
Nilsine Partners, LLC
|
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|
American Assets Investment Management, LLC
|
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|
Mv Capital Management, Inc.
|
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|
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|
Toroso Investments, LLC
|
|
|
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|
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
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RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
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UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Balyasny Asset Management Llc
|
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|
BlackRock, Inc.
|
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|
Dana Investment Advisors, Inc.
|
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|
Ramirez Asset Management, Inc.
|
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Beck Bode, LLC
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF
|
|
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|
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A
|
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|
Hughes Financial Services, LLC
|
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|
North Capital, Inc.
|
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|
Howard Hughes Medical Institute
|
|
|
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|
Martingale Asset Management L P
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
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|
DT Investment Partners, LLC
|
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Allie Family Office LLC
|
|
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|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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Pictet Asset Management Holding SA
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
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|
Mml Investors Services, Llc
|
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|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
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|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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NEOS Investment Management LLC
|
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
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|
|
|
Guggenheim Strategic Opportunities Fund
|
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|
Onefund, Llc
|
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|
Nuveen Real Estate Income Fund
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
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|
Atomi Financial Group, Inc.
|
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|
DAVENPORT & Co LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
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|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
|
|
|
|
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Goldman Sachs Real Estate Diversified Income Fund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Lasalle Investment Management Securities Llc
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Cohen & Steers Quality Income Realty Fund Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Principal Real Estate Income Fund
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
|
|
|
|
PHRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Real Estate Securities Fund Class A
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
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|
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
|
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|
EverSource Wealth Advisors, LLC
|
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|
Griffin Asset Management, Inc.
|
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Adams Diversified Equity Fund, Inc.
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FreeGulliver LLC
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Concurrent Investment Advisors, LLC
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Gts Securities Llc
|
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
Mizuho Securities Usa Llc
|
|
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|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
B&I Capital AG
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
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|
|
Benjamin Edwards Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
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|
|
Rhumbline Advisers
|
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
Bruce G. Allen Investments, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
Centiva Capital, LP
|
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|
Nuveen, LLC
|
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Fmr Llc
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PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
|
|
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|
Ghisallo Capital Management LLC
|
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|
|
|
|
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A
|
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|
Activest Wealth Management
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
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|
Alpine Bank Wealth Management
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class
|
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180 Wealth Advisors, Llc
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV
|
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West Paces Advisors Inc.
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Dakota Wealth Management
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
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National Asset Management, Inc.
|
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ATPAX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald High Income Fund Class A
|
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Maven Securities LTD
|
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Picton Mahoney Asset Management
|
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THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
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|
Tidemark, LLC
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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General Partner, Inc.
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
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|
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
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|
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A)
|
|
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|
Pnc Financial Services Group, Inc.
|
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|
JSF Financial, LLC
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Wealthfront Advisers Llc
|
|
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|
Future Financial Wealth Managment LLC
|
|
|
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|
Farther Finance Advisors, LLC
|
|
|
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|
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A
|
|
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|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
|
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|
Thompson Investment Management, Inc.
|
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|
ICONIQ Capital, LLC
|
|
|
|
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|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
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|
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|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
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|
Glenmede Trust Co Na
|
|
|
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|
Walleye Trading LLC
|
|
|
|
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|
Natixis Advisors, L.p.
|
|
|
|
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|
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Cohen & Steers Real Estate Opportunities & Income Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Neuberger Berman Real Estate Securities Income Fund Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Blackrock Corporate High Yield Fund, Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I
|
|
|
|
|
|
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
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Chesley Taft & Associates LLC
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Shell Asset Management Co
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Smh Capital Advisors Inc
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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Wolff Wiese Magana Llc
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RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Peak Financial Advisors Llc
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CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
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Jaffetilchin Investment Partners, LLC
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
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MOKAN Wealth Management Inc.
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ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF
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Beacon Pointe Advisors, LLC
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Capital Research Global Investors
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Miracle Mile Advisors, LLC
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Agf Management Ltd
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Promus Capital, LLC
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Pensionmark Financial Group, Llc
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Delta Investment Management, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF
|
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Costello Asset Management, INC
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WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
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Fiduciary Family Office, Llc
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Bogart Wealth, LLC
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Uniplan Investment Counsel, Inc.
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Fidelity National Financial, Inc.
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MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF
|
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Acadian Asset Management Llc
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Park Square Financial Group, LLC
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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Pimco Income Strategy Fund
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Quadcap Wealth Management, LLC
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Frank, Rimerman Advisors LLC
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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SOUTH STATE Corp
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Plan Group Financial, LLC
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
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Coldstream Capital Management Inc
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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NEOS ETF Trust - NEOS Real Estate High Income ETF
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares
|
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Mark Sheptoff Financial Planning, Llc
|
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Millennium Management Llc
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Guggenheim Capital Llc
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Mubadala Investment Co PJSC
|
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Strategic Investment Solutions, Inc. /IL
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Quest Partners LLC
|
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Paradigm Capital Management, LLC/NV
|
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SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F
|
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Canada Pension Plan Investment Board
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Country Trust Bank
|
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DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I
|
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Norinchukin Bank, The
|
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Pimco Corporate & Income Opportunity Fund
|
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HB Wealth Management, LLC
|
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Horizon Investments, LLC
|
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EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
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|
Achmea Investment Management B.V.
|
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|
Capital Group Private Client Services, Inc.
|
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Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II
|
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|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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|
Sachetta, LLC
|
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|
Cohen & Steers, Inc.
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
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|
Equitable Holdings, Inc.
|
|
|
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|
Westwood Holdings Group Inc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A
|
|
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|
|
Cullen/frost Bankers, Inc.
|
|
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|
Utah Retirement Systems
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
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|
Hartland & Co., LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class
|
|
|
|
|
|
John Hancock Income Securities Trust
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
NETL - ETF Series Solutions - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Griffin Institutional Access Real Estate Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class
|
|
|
|
|
|
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Gates Capital Management, Inc.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
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Garde Capital, Inc.
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Total Wealth Planning & Management, Inc.
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USAF - 2023 ETF Series Trust - Atlas America Fund
|
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|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
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|
Teamwork Financial Advisors, LLC
|
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Profund Advisors Llc
|
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UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
Prevail Innovative Wealth Advisors, Llc
|
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|
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|
Lester Murray Antman dba SimplyRich
|
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|
Aspect Partners, LLC
|
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BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund
|
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|
Park Place Capital Corp
|
|
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|
Smith, Moore & Co.
|
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|
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|
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC
|
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|
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|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
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Sierra Ocean, Llc
|
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Investment Management Corp /va/ /adv
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Zions Bancorporation, National Association /ut/
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Voloridge Investment Management, Llc
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DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
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Donoghue Forlines LLC
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
HighPoint Advisor Group LLC
|
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Steel Peak Wealth Management LLC
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
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|
Blair William & Co/il
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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Cambria Investment Management, L.P.
|
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Hsbc Holdings Plc
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
Mufg Securities Americas Inc.
|
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Daiwa Securities Group Inc.
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PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Arrowstreet Capital, Limited Partnership
|
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Ulland Investment Advisors, LLC
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
Vise Technologies, Inc.
|
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TFB Advisors LLC
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A
|
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PACIFIC SELECT FUND - Core Income Portfolio Class I
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Virginia Retirement Systems Et Al
|
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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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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FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
|
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Us Bancorp \de\
|
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Syon Capital Llc
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
AdvisorShares Investments LLC
|
|
|
|
|
|
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio
|
|
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|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
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|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
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|
|
Northwestern Mutual Wealth Management Co
|
|
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|
|
|
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
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|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
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|
|
Oak Thistle LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
|
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|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
BEDZ - AdvisorShares Trust - AdvisorShares Hotel ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
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|
|
|
American Century Companies Inc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Bard Associates Inc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
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|
|
Weiss Asset Management LP
|
|
|
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|
|
Westpac Banking Corp
|
|
|
|
|
|
Franchise Capital Ltd
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Berkley W R Corp
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund
|
|
|
|
|
|
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
|
|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class
|
|
|
|
|
|
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock High Yield ETF
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares
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Icon Wealth Advisors, LLC
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AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
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Edgestream Partners, L.P.
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Ibex Wealth Advisors
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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Bell Investment Advisors, Inc
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Hurley Capital, LLC
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Walker Asset Management, LLC
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Nordea Investment Management Ab
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class
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Barclays Plc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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TD Waterhouse Canada Inc.
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Aqr Capital Management Llc
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Prudential Financial Inc
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Paralel Advisors LLC
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Forsta Ap-fonden
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Capital World Investors
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Hm Payson & Co
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Modus Advisors, LLC
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Liberty One Investment Management, Llc
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Brookfield Asset Management Inc.
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Woodline Partners LP
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
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Multi-strategy Growth & Income Fund
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CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
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Peapack Gladstone Financial Corp
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R
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IMC-Chicago, LLC
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RCGE - EA Series Trust - RockCreek Global Equality ETF
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MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class
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Ronald Blue Trust, Inc.
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NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A
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Farmers & Merchants Investments Inc
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PONAX - PIMCO FUNDS - PIMCO Income Fund Class A
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Shelton Capital Management
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
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FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
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OHIO NATIONAL FUND INC - ON Bond Portfolio
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MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
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D.a. Davidson & Co.
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Callan Capital, LLC
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Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Clough Capital Partners L P
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LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A
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Czech National Bank
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RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
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Maryland State Retirement & Pension System
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GIMFX - GMO TRUST - GMO Implementation Fund
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
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Ar Asset Management Inc
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
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Ryan Investment Management, Inc.
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Ascent Group, LLC
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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CNB Bank
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Systematic Financial Management Lp
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Teacher Retirement System Of Texas
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Swedbank AB
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Geode Capital Management, Llc
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CBIZ Investment Advisory Services, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Capital Fund Management S.a.
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Ag2r La Mondiale Gestion D'actifs
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Denali Advisors Llc
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Financial Security Advisor, Inc.
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
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TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C
|
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Hantz Financial Services, Inc.
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Profunds - Profund Vp Ultrabull
|
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|
Vinva Investment Management Ltd
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Madison Asset Management, LLC
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KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
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|
Brown, Lisle/cummings, Inc.
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1832 Asset Management L.P.
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Blackhawk Capital Partners LLC.
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
|
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Richard Bernstein Advisors LLC
|
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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|
Cromwell Holdings LLC
|
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LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I
|
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GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A
|
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Mather Group, Llc.
|
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|
SRHR - Elevation Series Trust - SRH REIT Covered Call ETF Shares
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Cape Investment Advisory, Inc.
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I
|
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JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
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ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
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|
Mediolanum International Funds Ltd
|
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|
ACISX - Ab Corporate Shares - Ab Corporate Income Shares
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
Russell Investments Group, Ltd.
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|
Candriam Luxembourg S.C.A.
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|
Envestnet Asset Management Inc
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|
Signet Financial Management, Llc
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
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|
|
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a)
|
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|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A
|
|
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|
Alliancebernstein L.p.
|
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|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
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|
Ramiah Investment Group
|
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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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|
Hazelview Securities Inc.
|
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|
Public Employees Retirement System Of Ohio
|
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|
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|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
|
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|
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I
|
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|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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|
UniSuper Management Pty Ltd
|
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|
Quarry LP
|
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|
Dimensional Fund Advisors Lp
|
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|
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB
|
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|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
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|
Signature Estate & Investment Advisors Llc
|
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|
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional
|
|
|
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|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
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|
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|
|
Tudor Investment Corp Et Al
|
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|
Prestige Wealth Management Group LLC
|
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|
Summit Trail Advisors, Llc
|
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|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class
|
|
|
|
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|
Vestcor Inc
|
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|
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|
Simon Quick Advisors, Llc
|
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|
Illinois Municipal Retirement Fund
|
|
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|
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|
Allspring Global Investments Holdings, LLC
|
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|
Prudential Short Duration High Yield Fund, Inc.
|
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|
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|
MCF Advisors LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
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|
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|
Cascade Investment Group, Inc.
|
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|
Patton Fund Management, Inc.
|
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|
Hohimer Wealth Management, Llc
|
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|
Bank of New York Mellon Corp
|
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|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
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|
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I
|
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|
Independent Advisor Alliance
|
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|
Binnacle Investments Inc
|
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|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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|
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|
|
Public Employees Retirement Association Of Colorado
|
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|
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|
Capital International Investors
|
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|
Hartford Investment Management Co
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
Concord Wealth Partners
|
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|
Vanderbilt University
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Twin Tree Management, LP
|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
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|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
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|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
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|
|
Sowell Financial Services LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
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|
Principal Securities, Inc.
|
|
|
|
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|
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
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Boothbay Fund Management, Llc
|
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Beacon Investment Advisors Llc
|
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RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
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|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
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|
HGI Capital Management, LLC
|
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|
Correct Capital Wealth Management
|
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|
Squarepoint Ops LLC
|
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|
Kestra Advisory Services, LLC
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
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|
Rossby Financial, LCC
|
|
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|
Wright Investors Service Inc
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
|
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|
Cetera Trust Company, N.A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
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|
PUREfi Wealth, LLC
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Gabelli Funds Llc
|
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Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
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|
Creative Planning
|
|
|
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|
Curated Wealth Partners LLC
|
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|
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A
|
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|
|
Merit Financial Group, LLC
|
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|
Toronto Dominion Bank
|
|
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|
Parvin Asset Management, LLC
|
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FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
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|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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|
Amundi
|
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|
Ostrum Asset Management
|
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BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Stansberry Asset Management, Llc
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
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|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Penserra Capital Management LLC
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DnB Asset Management AS
|
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Los Angeles Capital Management Llc
|
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IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
M&t Bank Corp
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C
|
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|
Smartleaf Asset Management LLC
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
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|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
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|
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund
|
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|
Abound Wealth Management
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Garda Capital Partners Lp
|
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|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
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|
Sound Income Strategies, LLC
|
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|
Wells Fargo & Company/mn
|
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|
Applied Finance Capital Management, LLC
|
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|
Quantinno Capital Management LP
|
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|
Harvest Portfolios Group Inc.
|
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|
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
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|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
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|
|
|
|
LVW Advisors, LLC
|
|
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|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Six Circles Trust - Six Circles Credit Opportunities Fund
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Motco
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I)
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Pimco Income Strategy Fund Ii
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
|
|
|
|
|
|
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
