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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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Money Concepts Capital Corp
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Dai-Ichi Life Insurance Company, Ltd
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VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
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Profund Advisors Llc
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
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Shell Asset Management Co
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Northwestern Mutual Investment Management Company, Llc
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NorthRock Partners, LLC
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Fmr Llc
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Nan Shan Life Insurance Co., Ltd.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
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McDonough Capital Management, Inc
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MTM Investment Management, LLC
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Bessemer Group Inc
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Capital Square, LLC
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
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Parkworth Wealth Management, Inc.
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Graham Capital Management, L.P.
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Sachetta, LLC
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Massmutual Trust Co Fsb/adv
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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Sagespring Wealth Partners, Llc
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Credit Agricole S A
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New York State Teachers Retirement System
|
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Adage Capital Partners Gp, L.l.c.
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McKinley Carter Wealth Services, Inc.
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Mbb Public Markets I Llc
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URTH - iShares, Inc. - iShares MSCI World ETF
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Prudential Financial Inc
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Panagora Asset Management Inc
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Natixis
|
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Allworth Financial LP
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Financial Network Wealth Management LLC
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Vanguard Group Inc
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CSRSX - COHEN & STEERS REALTY SHARES INC - Cohen & Steers Realty Shares Class L
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ULPIX - Profunds - Ultrabull Profund Investor Class
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THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
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Allstate Corp
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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Fisher Asset Management, LLC
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Holocene Advisors, LP
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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Arkadios Wealth Advisors
|
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FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
|
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First Merchants Corp
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
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Y-Intercept (Hong Kong) Ltd
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
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|
State of Alaska, Department of Revenue
|
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PRERX - PRINCIPAL FUNDS, INC. - Real Estate Securities Fund R-3
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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UMA Financial Services, Inc.
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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Hollencrest Capital Management
|
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Simplex Trading, Llc
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
Two Sigma Securities, Llc
|
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IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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Taylor Frigon Capital Management LLC
|
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Rialto Wealth Management, LLC
|
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KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
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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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|
Wealthfront Advisers Llc
|
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|
Stephens Consulting, LLC
|
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|
Cetera Investment Advisers
|
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|
Czech National Bank
|
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|
Hantz Financial Services, Inc.
|
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|
Price T Rowe Associates Inc /md/
|
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|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
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|
Foundations Investment Advisors, LLC
|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Boston Partners
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Atria Investments Llc
|
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|
|
Principal Financial Group Inc
|
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|
|
Cohen & Steers, Inc.
|
|
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|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
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|
Golden State Equity Partners
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
GREIX - GOLDMAN SACHS TRUST - Goldman Sachs Real Estate Securities Fund Institutional
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Sophron Capital Management L.P.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
XLRE - SELECT SECTOR SPDR TRUST - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Aew Capital Management L P
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
RNTY - Tidal Trust II - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Capital Management Corp /va
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
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Savant Capital, LLC
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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Ancora Advisors, LLC
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GAMMA Investing LLC
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Bank Of America Corp /de/
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Heitman Real Estate Securities Llc
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Allianz Se
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Greenland Capital Management LP
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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Landscape Capital Management, L.l.c.
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Mizuho Securities Usa Llc
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Private Wealth Management Group, LLC
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
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Hartline Investment Corp/
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
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FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
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State of Tennessee, Treasury Department
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
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Humankind Benefit Corp - Humankind US Stock ETF
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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Aviva Plc
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SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F
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Vestmark Advisory Solutions, Inc.
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Fiduciary Group LLC
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Ogorek Anthony Joseph /ny/ /adv
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Fiduciary Family Office, Llc
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Private Wealth Asset Management, LLC
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GPS Wealth Strategies Group, LLC
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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Gryphon Financial Partners LLC
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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Erste Asset Management GmbH
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Ofi Invest Asset Management
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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Siemens Fonds Invest GmbH
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Police & Firemen's Retirement System of New Jersey
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Financial Management Professionals, Inc.
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
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Warren Averett Asset Management, LLC
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Capital International Sarl
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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UniSuper Management Pty Ltd
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Centerpoint Advisors, LLC
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Janus Henderson Group Plc
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Vident Advisory, LLC
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Sei Investments Co
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Alta Capital Management Llc/
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Deutsche Bank Ag\
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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Mirae Asset Global Investments Co., Ltd.
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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CVA Family Office, LLC
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Charter Research & Investment Group, Inc.
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Apollon Wealth Management, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Cohen & Steers Total Return Realty Fund Inc
|
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Dynamic Technology Lab Private Ltd
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Hummer Financial Advisory Services Inc
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NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Bnp Paribas Arbitrage, Sa
|
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Heritage Wealth Advisors
|
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American Assets Capital Advisers, LLC
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Glenmede Investment Management, LP
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
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|
Toroso Investments, LLC
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Hudson Valley Investment Advisors Inc /adv
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Winmill & Co. Inc
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Kestra Advisory Services, LLC
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FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A
|
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Acas, Llc
|
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Ubs Asset Management Americas Inc
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Sterling Capital Management LLC
|
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|
Copley Financial Group, Inc.
|
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|
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A
|
|
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|
Ameritas Advisory Services, LLC
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund
|
|
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|
Jane Street Group, Llc
|
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|
Blueshift Asset Management, LLC
|
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|
Advisor Group Holdings, Inc.
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
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|
Park Square Financial Group, LLC
|
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|
IMG Wealth Management, Inc.
|
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Marco Investment Management Llc
|
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|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
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|
|
ASR Vermogensbeheer N.V.
|
|
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|
Intech Investment Management Llc
|
|
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|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
IRSYX - IVY FUNDS - Ivy Securian Real Estate Securities Fund Class Y
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
REZ - iSHARES TRUST - iShares Residential Real Estate ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
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RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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Ieq Capital, Llc
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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Wolverine Trading, Llc
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BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares
|
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|
Bridgefront Capital, LLC
|
|
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|
Woodline Partners LP
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
Naples Global Advisors, Llc
|
|
|
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|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Retirement Systems of Alabama
|
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Simplicity Wealth,LLC
|
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Versus Capital Multi-manager Real Estate Income Fund Llc
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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American Assets Investment Management, LLC
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Natixis Advisors, L.p.
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Resona Asset Management Co.,Ltd.
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RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Clifford Swan Investment Counsel Llc
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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M&t Bank Corp
|
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Glenmede Trust Co Na
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A)
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Umb Bank N A/mo
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Leavell Investment Management, Inc.
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Nvwm, Llc
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Aptus Capital Advisors, LLC
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Maven Securities LTD
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Neuberger Berman Group LLC
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
|
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ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV
|
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Prudential Plc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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One Capital Management, LLC
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CIBC Asset Management Inc
|
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Barclays Plc
|
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Cullen/frost Bankers, Inc.
|
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Xponance, Inc.
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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USS Investment Management Ltd
|
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Values First Advisors, Inc.
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
Rosenberg Matthew Hamilton
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
Turtle Creek Wealth Advisors, LLC
|
|
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|
Atomi Financial Group, Inc.
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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CX Institutional
|
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Alliancebernstein L.p.
|
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BOK Financial Private Wealth, Inc.
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
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|
Citadel Advisors Llc
|
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
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|
Orion Portfolio Solutions, LLC
|
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FIL Ltd
|
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|
Princeton Global Asset Management LLC
|
|
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|
Susquehanna Portfolio Strategies, LLC
|
|
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|
Parcion Private Wealth LLC
|
|
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|
Van Eck Associates Corp
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
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|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
SRHR - Elevation Series Trust - SRH REIT Covered Call ETF Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Cohen & Steers Quality Income Realty Fund Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
STMMX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Real Estate Fund A Shares
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
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|
|
|
Ballentine Partners, LLC
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
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|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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Profunds - Profund Vp Bull
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Hamlin Capital Management, LLC
|
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Perpetual Ltd
|
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NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
|
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|
Nuveen Real Estate Income Fund
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
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|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
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|
|
Sierra Ocean, Llc
|
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Zrc Wealth Management, Llc
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
FJ Capital Management LLC
|
|
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|
Dynamic Wealth Strategies, LLC
|
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|
Gts Securities Llc
|
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Hsbc Holdings Plc
|
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Cbre Clarion Securities Llc
|
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|
GeoWealth Management, LLC
|
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|
Avion Wealth
|
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
Benjamin Edwards Inc
|
|
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|
Sivia Capital Partners, LLC
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Andra AP-fonden
|
|
|
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|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
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|
AdvisorNet Financial, Inc
|
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|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
Asset Planning,Inc
|
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|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
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|
Raymond James Financial Inc
|
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|
Coldstream Capital Management Inc
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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|
Onefund, Llc
|
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Catalytic Wealth RIA, LLC
|
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Cornerstone Planning Group LLC
|
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|
Prestige Wealth Management Group LLC
|
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|
Alpine Bank Wealth Management
|
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|
CWA Asset Management Group, LLC
|
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Gotham Asset Management, LLC
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
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|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Tudor Investment Corp Et Al
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
Paralel Advisors LLC
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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Royal London Asset Management Ltd
|
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NewSquare Capital LLC
|
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
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|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Paladin Wealth, LLC
|
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|
Salomon & Ludwin, LLC
|
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|
Louisiana State Employees Retirement System
|
|
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|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
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|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
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|
|
Asset Management One Co., Ltd.
|
|
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|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
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|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
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|
Goldman Sachs Real Estate Diversified Income Fund
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
|
Jpmorgan Chase & Co
|
|
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|
Oversea-Chinese Banking CORP Ltd
|
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|
|
Cromwell Holdings LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
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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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|
|
Freestone Grove Partners LP
|
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|
|
Citigroup Inc
|
|
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|
|
Manchester Capital Management LLC
|
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|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
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|
|
Nuveen, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
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|
|
|
Federated Hermes, Inc.
|
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|
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|
|
Millennium Management Llc
|
|
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|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Lasalle Investment Management Securities Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Cohen & Steers Reit & Preferred Income Fund Inc
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
ICF - iSHARES TRUST - iShares Cohen & Steers REIT ETF
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
IARAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Real Estate Fund Class A
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Castellan Group, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A
|
|
|
|
|
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Versant Capital Management, Inc
|
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Capital Performance Advisors Llp
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
Glenview Trust Co
|
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Franklin Resources Inc
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KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
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|
Cresset Asset Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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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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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
IFP Advisors, Inc
|
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|
Presima Inc.
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
CIBC World Markets Inc.
|
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|
State Of Michigan Retirement System
|
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WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
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VCULX - VALIC Co I - Growth Fund
|
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Voya Investment Management Llc
|
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Elevation Series Trust - RiverNorth Patriot ETF
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Amundi
|
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DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
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Bank Of Montreal /can/
|
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Lindbrook Capital, Llc
|
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Gf Fund Management Co. Ltd.
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Rothschild Investment Llc
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First Trust Advisors Lp
|
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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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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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First Horizon Advisors, Inc.
|
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VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
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Colonial Trust Co / SC
|
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Nbc Securities, Inc.
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National Bank Of Canada /fi/
|
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Baird Financial Group, Inc.
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Independence Bank of Kentucky
|
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Td Asset Management Inc
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Group One Trading, L.p.
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Eisler Capital Management Ltd.
|
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Legacy Wealth Managment, LLC/ID
|
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GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Griffin Institutional Access Real Estate Fund
|
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|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Virtus Investment Advisers, Inc.
|
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Crossmark Global Holdings, Inc.
|
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Worldquant Millennium Advisors Llc
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Employees Retirement System of Texas
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
|
|
|
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|
Whipplewood Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
UBS Group AG
|
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|
New Age Alpha Advisors, LLC
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Plato Investment Management Ltd
|
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|
Avantax Advisory Services, Inc.
|
|
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|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
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|
Gillson Capital LP
|
|
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|
Qrg Capital Management, Inc.
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
HAUS - Tidal ETF Trust - Home Appreciation U.S. REIT ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
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|
Capital Analysts, Inc.
|
|
|
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|
SOUTH STATE Corp
|
|
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|
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|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
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|
|
Chicago Partners Investment Group LLC
|
|
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|
|
Securian Funds Trust - SFT Real Estate Securities Fund Class 2
|
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|
WASHINGTON TRUST Co
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
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|
|
|
Everence Capital Management Inc
|
|
|
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|
Park Avenue Securities Llc
|
|
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|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Profunds - Profund Vp Real Estate
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
URE - PROSHARES TRUST - ProShares Ultra Real Estate
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
HGI Capital Management, LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Vert Asset Management LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Adelante Capital Management LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
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Twin Capital Management Inc
|
|
|
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|
PharVision Advisers, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
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|
|
Huntington National Bank
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
|
Klp Kapitalforvaltning As
|
|
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|
|
|
Los Angeles Capital Management Llc
|
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|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
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|
ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio
|
|
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
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|
|
HB Wealth Management, LLC
|
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Indiana Trust & Investment Management CO
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Mechanics Financial Corp
|
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Red Tortoise LLC
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
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|
Highline Wealth Partners Llc
|
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Lido Advisors, LLC
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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O'shaughnessy Asset Management, Llc
|
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DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
Captrust Financial Advisors
|
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|
|
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|
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
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|
Farther Finance 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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|
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|
Armis Advisers, LLC
|
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|
Rakuten Investment Management, Inc.
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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|
Elser Financial Planning, Inc
|
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Creative Planning
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
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IFM Investors Pty Ltd
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
|
Centersquare Investment Management Llc
|
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|
Brentview Investment Management LLC
|
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|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Geneos Wealth Management Inc.
|
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IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
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|
Ally Financial Inc.
|
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|
New Mexico Educational Retirement Board
|
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Smartleaf Asset Management LLC
|
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Canandaigua National Bank & Trust Co
|
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|
Maryland State Retirement & Pension System
|
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
Berry Wealth Group, LP
|
|
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|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
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|
|
Cornerstone Total Return Fund Inc
|
|
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|
|
Northern Trust Corp
|
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|
Whittier Trust Co Of Nevada Inc
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Principal Real Estate Income Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
KIFYX - Ultimus Managers Trust - Westwood Salient Select Income Fund Institutional Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
AREA - Harbor ETF Trust - Harbor AlphaEdge Next Generation REITs ETF
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
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Mercer Global Advisors Inc /adv
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Guggenheim Capital Llc
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Delta Capital Management Llc
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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California State Teachers Retirement System
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Legal & General Group Plc
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Livforsakringsbolaget Skandia, Omsesidigt
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Allianz Asset Management GmbH
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CSRE - Cohen & Steers ETF Trust - Cohen & Steers Real Estate Active ETF
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FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
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Tortoise Investment Management, LLC
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Royal Bank Of Canada
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ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
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Advisory Services Network, LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Fiduciary Wealth Partners, LLC
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Abound Wealth Management
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REIT - ALPS ETF Trust - ALPS Active REIT ETF
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DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
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Magnetar Financial LLC
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Mowery & Schoenfeld Wealth Management, LLC
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Moody Lynn & Lieberson, Llc
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Toronto Dominion Bank
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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Cbre Clarion Global Real Estate Income Fund
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Snowden Capital Advisors LLC
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Transcend Wealth Collective, Llc
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Bank Julius Baer & Co. Ltd, Zurich
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
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Resolution Capital Ltd
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
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Global Wealth Management Investment Advisory, Inc.
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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Abn Amro Investment Solutions
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Whittier Trust Co
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RSPR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Real Estate ETF
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Nomura Asset Management Co Ltd
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FUKOKU MUTUAL LIFE INSURANCE Co
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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Advisory Alpha, LLC
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Clarius Group, LLC
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BLPIX - Profunds - Bull Profund Investor Class
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Cohen & Steers Real Estate Opportunities & Income Fund
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BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
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Colony Group, LLC
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Land & Buildings Investment Management, LLC
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Visionary Horizons, LLC
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
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Intrua Financial, LLC
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
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Farmers & Merchants Trust Co of Long Beach
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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CSRIX - COHEN & STEERS INSTITUTIONAL REALTY SHARES INC - Cohen & Steers Institutional Realty Shares
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IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
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GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
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SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
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ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
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RFG Advisory, LLC
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E. Ohman J:or Asset Management AB
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Principal Securities, Inc.
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FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A
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SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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American Capital Advisory, LLC
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Quarry LP
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Patton Fund Management, Inc.
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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Rsm Us Wealth Management Llc
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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American Investment Services, Inc.
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New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
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Parsons Capital Management Inc/ri
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Evolution Advisers, Inc.
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
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Sandhill Capital Partners LLC
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Maverick Capital Ltd
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Dimensional Fund Advisors Lp
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Polymer Capital Management (US) LLC
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VVMCX - VALIC Co I - Mid Cap Value Fund
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VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
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PENN SERIES FUNDS INC - Real Estate Securities Fund
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Envestnet Asset Management Inc
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Bartlett & Co. Wealth Management Llc
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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OMNI 360 Wealth, Inc.
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
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Duff & Phelps Investment Management Co
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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Independent Advisor Alliance
|
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Brown, Lisle/cummings, Inc.
|
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1832 Asset Management L.P.
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