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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
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Rialto Wealth Management, LLC
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
New Age Alpha Advisors, LLC
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|
Rsm Us Wealth Management Llc
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Franklin Resources Inc
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|
Public Employees Retirement System Of Ohio
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
State of Alaska, Department of Revenue
|
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Spire Wealth Management
|
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|
Nbc Securities, Inc.
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Royal Bank Of Canada
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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Alliancebernstein L.p.
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Johnson Financial Group, Inc.
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Private Management Group Inc
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Barclays Plc
|
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Farther Finance Advisors, LLC
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American National Bank
|
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Westwood Holdings Group Inc
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City State Bank
|
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Westend Capital Management LLC
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Sabal Trust CO
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Resources Investment Advisors, LLC.
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Bank Of America Corp /de/
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ESL Trust Services, LLC
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Atlantic Trust, LLC
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|
Heitman Real Estate Securities Llc
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
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|
Iron Horse Wealth Management, LLC
|
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|
REET - iSHARES TRUST - iShares Global REIT ETF
|
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Pin Oak Investment Advisors Inc
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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First National Bank of Mount Dora, Trust Investment Services
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Geneos Wealth Management Inc.
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SRS Capital Advisors, Inc.
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Family Legacy Financial Solutions, LLC
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Mutual Of America Capital Management Llc
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Penserra Capital Management LLC
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Assetmark, Inc
|
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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Millennium Management Llc
|
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First Trust Advisors Lp
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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Sumitomo Mitsui Trust Holdings, Inc.
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
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Profunds - Profund Vp Mid-cap Value
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Howe & Rusling Inc
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Retirement Wealth Solutions LLC
|
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|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Intech Investment Management Llc
|
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Vision Financial Markets Llc
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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Concurrent Investment Advisors, LLC
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Versor Investments LP
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Yousif Capital 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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|
Capital Advisory Group Advisory Services, LLC
|
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|
Kestra Advisory Services, LLC
|
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O'shaughnessy Asset Management, Llc
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
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|
MetLife Investment Management, LLC
|
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|
California State Teachers Retirement System
|
|
|
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|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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|
Te Ahumairangi Investment Management Ltd
|
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|
Salem Investment Counselors Inc
|
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|
Blume Capital Management, Inc.
|
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|
Dogwood Wealth Management LLC
|
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|
IAG Wealth Partners, LLC
|
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|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
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|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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|
Invst, LLC
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
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|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
Focused Wealth Management, Inc
|
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|
|
Janney Montgomery Scott LLC
|
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|
|
Sei Investments Co
|
|
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|
|
Prospera Financial Services Inc
|
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
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|
|
CacheTech Inc.
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Arete Wealth Advisors, LLC
|
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|
Advocate Group Llc
|
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|
|
Whittier Trust Co
|
|
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|
North Star Investment Management Corp.
|
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|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
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|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
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New England Capital Financial Advisors LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
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|
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
|
|
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|
Roof Eidam & Maycock/adv
|
|
|
|
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|
Proathlete Wealth Management Llc
|
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|
Advisors Asset Management, Inc.
|
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|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
Golden State Wealth Management, LLC
|
|
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|
Headlands Technologies LLC
|
|
|
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|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
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|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
Parallel Advisors, LLC
|
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|
Laurel Wealth Advisors LLC
|
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|
TD Waterhouse Canada Inc.
|
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|
Vanguard Group Inc
|
|
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|
Capital Analysts, Inc.
|
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Avanza Fonder AB
|
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GWM Advisors LLC
|
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Capital Square, LLC
|
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
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|
|
Olistico Wealth, LLC
|
|
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|
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|
Landmark Investment Partners, L.p.
|
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|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
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|
Twin Tree Management, LP
|
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|
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|
Flagship Private Wealth, LLC
|
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|
Sheets Smith Wealth Management
|
|
|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
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|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
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|
Adams Asset Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Principal Securities, Inc.
|
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|
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
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|
Austin Private Wealth, LLC
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Rosenberg Matthew Hamilton
|
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Inspirion Wealth Advisors, Llc
|
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State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
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|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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Robeco Institutional Asset Management B.V.
|
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Credit Agricole S A
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
|
Invesco Ltd.
|
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|
CSM Advisors, LLC
|
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|
CoreCap Advisors, LLC
|
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|
Skopos Labs, Inc.
|
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|
Qrg Capital Management, Inc.
|
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Ci Investments Inc.
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
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|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
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|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
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|
|
Cozad Asset Management Inc
|
|
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|
First United Bank Trust/
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
SRET - Global X Funds - Global X SuperDividend REIT ETF
|
|
|
|
|
|
GEM Realty Capital
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
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|
Legal & General Group Plc
|
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|
Ameritas Advisory Services, LLC
|
|
|
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|
Toroso Investments, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
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|
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|
HHM Wealth Advisors, LLC
|
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|
Private Wealth Management Group, LLC
|
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|
Tompkins Financial Corp
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
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|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
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|
IHT Wealth Management, LLC
|
|
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|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
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|
Advisors Capital Management, LLC
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
111 Capital
|
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|
|
Retirement Planning Co of New England, Inc.
|
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|
Byrne Asset Management LLC
|
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|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
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|
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|
Vista Investment Management
|
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|
We Are One Seven, LLC
|
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|
Hartland & Co., LLC
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Vident Advisory, LLC
|
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|
Standard Life Aberdeen plc
|
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|
Carnegie Capital Asset Management, LLC
|
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CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
|
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|
Axa S.a.
|
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
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|
Kestra Investment Management, LLC
|
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|
Cetera Investment Advisers
|
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|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Associated Banc-corp
|
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|
|
|
Sonora Investment Management Group, LLC
|
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Walleye Trading LLC
|
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|
|
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF
|
|
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
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|
Achmea Investment Management B.V.
|
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|
Harbour Investments, Inc.
|
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|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
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|
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
|
|
|
Stony Point Wealth Management Inc.
|
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|
Wealthspire Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
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|
|
Demars Financial Group, LLC
|
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|
|
Sunbelt Securities, Inc.
|
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|
Birchbrook, Inc.
|
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|
Kathmere Capital Management, LLC
|
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|
Aurora Private Wealth, Inc.
|
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|
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|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
NETL - ETF Series Solutions - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
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|
Strathmore Capital Advisors, Inc.
|
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|
Horizon Kinetics Asset Management Llc
|
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|
|
Mutual Advisors, LLC
|
|
|
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|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Greenland Capital Management LP
|
|
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|
|
|
Archer Investment Corp
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
USAF - 2023 ETF Series Trust - Atlas America Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Waterfront Capital Partners, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Merit Financial Group, LLC
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Armstrong, Fleming & Moore, Inc
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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|
New Mexico Educational Retirement Board
|
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Kestra Private Wealth Services, Llc
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Laraway Financial Inc
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Rossby Financial, LCC
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
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Harbor Investment Advisory, Llc
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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Verdence Capital Advisors LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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Gen-Wealth Partners Inc
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Cheviot Value Management, LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Atlantic Union Bankshares Corp
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Advisor Group Holdings, Inc.
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Tredje AP-fonden
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Centaurus Financial, Inc.
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Meritage Portfolio Management
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Citigroup Inc
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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Claris Financial LLC
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Profunds - Profund Vp Ultramid-cap
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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MTM Investment Management, LLC
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Fifth Third Wealth Advisors LLC
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Davis Capital Management
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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American Century Companies Inc
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EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
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DnB Asset Management AS
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Tortoise Investment Management, LLC
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Hilltop Partners LLC
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Hantz Financial Services, Inc.
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Montag A & Associates Inc
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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Arkadios Wealth Advisors
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Ethos Financial Group, LLC
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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Handelsbanken Fonder AB
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Bell Investment Advisors, Inc
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Creekmur Asset Management LLC
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Bank of New York Mellon Corp
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Larson Financial Group LLC
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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First National Trust Co
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GAMMA Investing LLC
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Dudley Capital Management, Llc
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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Arizona State Retirement System
|
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Hughes Financial Services, LLC
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Lindbrook Capital, Llc
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IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
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Alpha Omega Wealth Management LLC
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Insigneo Advisory Services, Llc
|
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AIA Group Ltd
|
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Catalytic Wealth RIA, LLC
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
CWM Advisors, LLC
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|
Louisiana State Employees Retirement System
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
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Congress Wealth Management LLC / DE /
|
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Robbins Farley Llc
|
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Cary Street Partners Financial Llc
|
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Sage Rhino Capital Llc
|
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|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
Atomi Financial Group, Inc.
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
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|
Deutsche Bank Ag\
|
|
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|
Quadcap Wealth Management, LLC
|
|
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
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|
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|
Gf Fund Management Co. Ltd.
|
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|
Dark Forest Capital Management Lp
|
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|
MAI Capital Management
|
|
|
|
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|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Nuveen Real Estate Income Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
|
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Hilltop National Bank
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Modern Wealth Management, LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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DESK - VanEck ETF Trust - VanEck Office and Commercial REIT ETF
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Change Path, LLC
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American Capital Advisory, LLC
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California Public Employees Retirement System
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Huntington National Bank
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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Strategic Wealth Partners, Ltd.
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Mission Creek Capital Partners, Inc.
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Parkside Financial Bank & Trust
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PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
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Bradley Foster & Sargent Inc/ct
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Equity Investment Corp
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
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Cornercap Investment Counsel Inc
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Venture Visionary Partners LLC
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SG Americas Securities, LLC
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Ontario Teachers Pension Plan Board
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RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Teachers Retirement System Of The State Of Kentucky
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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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Everstar Asset Management, LLC
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Heritage Wealth Advisors
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BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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Crossmark Global Holdings, Inc.
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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D.B. Root & Company, LLC
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Keynote Financial Services Llc
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Jacobi Capital Management LLC
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Frank, Rimerman Advisors LLC
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GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
|
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Capital Advisors, Ltd. LLC
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Great West Life Assurance Co /can/
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Nova Wealth Management, Inc.
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Sequoia Financial Advisors, LLC
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Avion Wealth
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Foundry Partners, LLC
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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HighPoint Advisor Group LLC
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Scarborough Advisors, LLC
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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Beacon Pointe Advisors, LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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JPRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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APG Asset Management US Inc.
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H&H Retirement Design & Management INC
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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Colonial Trust Advisors
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
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Mercer Global Advisors Inc /adv
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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Blair William & Co/il
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Detalus Advisors, LLC
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Smithfield Trust Co
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CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF
|
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Fairscale Capital, LLC
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Allianz Asset Management GmbH
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Captrust Financial Advisors
|
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Nomura Asset Management Co Ltd
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ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
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Cbre Clarion Securities Llc
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
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|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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|
Woodward Diversified Capital, Llc
|
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IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
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|
Machina Capital S.a.s.
|
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CENTRAL TRUST Co
|
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TT Capital Management LLC
|
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|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
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|
ASR Vermogensbeheer N.V.
|
|
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|
Mariner, LLC
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
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|
|
|
Sawyer & Company, Inc
|
|
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|
|
|
First Community Trust Na
|
|
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|
Spdr S&p Midcap 400 Etf Trust
|
|
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|
|
Aew Capital Management L P
|
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|
Philadelphia Trust Co
|
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|
Aviva Plc
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
Tokio Marine Asset Management Co Ltd
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
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|
Ameliora Wealth Management Ltd.
|
|
|
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|
TFG Advisers LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Pensionfund DSM Netherlands
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
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|
