Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
|
|
|
|
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
|
|
|
|
|
Huntington National Bank
|
|
|
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|
Swiss National Bank
|
|
|
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|
Hilltop National Bank
|
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|
XTX Topco Ltd
|
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|
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|
Personal Cfo Solutions, Llc
|
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|
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|
Hsbc Holdings Plc
|
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|
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|
Investment Partners Asset Management, Inc.
|
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|
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|
Marshall Wace, Llp
|
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|
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|
Integrated Wealth Concepts LLC
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
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|
Quantinno Capital Management LP
|
|
|
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|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
|
|
|
|
|
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
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|
Manufacturers Life Insurance Company, The
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
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|
Group One Trading, L.p.
|
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|
|
Washington Trust Advisors, Inc.
|
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Regions Financial Corp
|
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FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
Western Pacific Wealth Management, LP
|
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|
National Bank Of Canada /fi/
|
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|
Morgan Dempsey Capital Management Llc
|
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|
|
Dimensional Fund Advisors Lp
|
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|
Concord Wealth Partners
|
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GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
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|
First Horizon Advisors, Inc.
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
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|
IFP Advisors, Inc
|
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|
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|
Tudor Investment Corp Et Al
|
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Paragon Capital Management Ltd
|
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Lindbrook Capital, Llc
|
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Princeton Global Asset Management LLC
|
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Jennison Associates Llc
|
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Geode Capital Management, Llc
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
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|
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|
Aster Capital Management (DIFC) Ltd
|
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|
Price T Rowe Associates Inc /md/
|
|
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|
|
Alliancebernstein L.p.
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
Mb, Levis & Associates, Llc
|
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|
Summit Trail Advisors, Llc
|
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|
Mackenzie Financial Corp
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
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|
Macquarie Group Ltd
|
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|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
|
Rhumbline Advisers
|
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|
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|
Steward Partners Investment Advisory, Llc
|
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|
Avantax Advisory Services, Inc.
|
|
|
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|
D.a. Davidson & Co.
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
NSIDX - Northern Funds - Northern Small Cap Index Fund
|
|
|
|
|
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV
|
|
|
|
|
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
Strs Ohio
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
|
|
|
|
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
|
|
|
|
State Street Corp
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
Man Group plc
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
Barclays Plc
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
|
|
|
|
|
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF
|
|
|
|
|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
|
|
|
|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
|
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
Capital World Investors
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
Axa S.a.
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor
|
|
|
|
|
Eastern Bank
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
Avion Wealth
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund
|
|
|
|
|
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
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|
Natixis Advisors, L.p.
|
|
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|
|
MBEQX - M FUND INC - M International Equity Fund
|
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|
|
|
Cubist Systematic Strategies, LLC
|
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|
|
|
BlackRock, Inc.
|
|
|
|
|
Spears Abacus Advisors LLC
|
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|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
|
|
|
|
|
UBS Group AG
|
|
|
|
|
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class
|
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|
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|
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
Capstone Investment Advisors, Llc
|
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|
Hedeker Wealth, LLC
|
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|
Sterling Capital Management LLC
|
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|
Bessemer Group Inc
|
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|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
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|
Farther Finance Advisors, LLC
|
|
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|
Norges Bank
|
|
|
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|
GW&K Investment Management, LLC
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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|
Citadel Advisors Llc
|
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|
Gotham Asset Management, LLC
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
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|
Stone Run Capital, Llc
|
|
|
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|
Profunds - Profund Vp Small-cap
|
|
|
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|
Wells Fargo & Company/mn
|
|
|
|
|
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
|
|
|
|
|
Fmr Llc
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Index Fund
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
|
|
|
|
|
American National Bank
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
DFA INVESTMENT TRUST CO - The Canadian Small Company Series
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va International Small Portfolio
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
First National Trust Co
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
|
|
|
|
RSSL - Global X Funds - Global X Russell 2000 ETF
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
|
|
|
|
|
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
|
|
|
|
|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
Creative Planning
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
SLPIX - Profunds - Small-cap Profund Investor Class
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class
|
|
|
|
|
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
VCSLX - VALIC Co I - Small Cap Index Fund
|
|
|
|
|
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
JISAX - John Hancock Funds II - International Small Company Fund Class NAV
|
|
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Benjamin Edwards Inc
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