|
TD Capital Management LLC
|
|
|
|
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|
Zweig-DiMenna Associates LLC
|
|
|
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|
|
Shell Asset Management Co
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
|
|
|
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|
|
Savant Capital, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
WealthTrak Capital Management LLC
|
|
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Polen Capital Management Llc
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
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|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
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|
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|
Transatlantique Private Wealth Llc
|
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|
Amalgamated Bank
|
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Royal London Asset Management Ltd
|
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JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
VVSGX - VALIC Co I - Small Cap Growth Fund
|
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|
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|
Cwm, Llc
|
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|
Empire Life Investments Inc.
|
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Quantinno Capital Management LP
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
|
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|
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|
First Merchants Corp
|
|
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Quest Partners LLC
|
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|
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Canada Pension Plan Investment Board
|
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QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
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|
Entropy Technologies, LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
|
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|
|
Df Dent & Co Inc
|
|
|
|
|
|
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
|
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
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|
BRYN MAWR TRUST Co
|
|
|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
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|
Rothschild Investment Llc
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class
|
|
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|
Hilltop National Bank
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
Bartlett & Co. Wealth Management Llc
|
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WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class
|
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Occudo Quantitative Strategies Lp
|
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Pilgrim Partners Asia Pte Ltd
|
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|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
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|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I
|
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|
Bay Harbor Wealth Management, LLC
|
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Morgan Stanley
|
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Manchester Capital Management LLC
|
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|
Parkside Financial Bank & Trust
|
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Tower Research Capital LLC (TRC)
|
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BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
|
|
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|
Geneos Wealth Management Inc.
|
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Brown Brothers Harriman & Co
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
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|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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|
Centiva Capital, LP
|
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Creative Planning
|
|
|
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|
|
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I
|
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Larson Financial Group LLC
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
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|
Goldman Sachs Group Inc
|
|
|
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|
SJS Investment Consulting Inc.
|
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|
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class
|
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|
|
Principal Securities, Inc.
|
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|
Wasatch Advisors Inc
|
|
|
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|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
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|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Advantage Alpha Capital Partners LP
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
ACK Asset Management LLC
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Fortitude Family Office, LLC
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Cetera Investment Advisers
|
|
|
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|
Nemes Rush Group LLC
|
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
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|
Oakworth Capital, Inc.
|
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|
|
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|
Mercer Global Advisors Inc /adv
|
|
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|
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class
|
|
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|
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|
Bruce G. Allen Investments, LLC
|
|
|
|
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|
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2
|
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|
ExodusPoint Capital Management, LP
|
|
|
|
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|
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A
|
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|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
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|
Iron Horse Wealth Management, LLC
|
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|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
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|
HighPoint Advisor Group LLC
|
|
|
|
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|
Voya Investment Management Llc
|
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|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
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|
Meeder Asset Management Inc
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
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|
Malaga Cove Capital, LLC
|
|
|
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DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
|
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|
Equitable Trust Co
|
|
|
|
|
|
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
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|
State of Wyoming
|
|
|
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|
UMA Financial Services, Inc.
|
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|
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Covestor Ltd
|
|
|
|
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NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
|
|
|
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|
SOUTH STATE Corp
|
|
|
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1
|
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|
|
|
|
Summit Creek Advisors LLC
|
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|
|
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|
Crown Oak Advisors, LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Advisor OS, LLC
|
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|
|
|
Clough Global Equity Fund
|
|
|
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|
|
M&t Bank Corp
|
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|
Allworth Financial LP
|
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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|
SWAN Capital LLC
|
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|
Jones Financial Companies Lllp
|
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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CIBC Private Wealth Group, LLC
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Public Employees Retirement System Of Ohio
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
LRI Investments, LLC
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
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|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
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|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
AWEG - Alger ETF Trust - Alger Weatherbie Enduring Growth ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Bridge City Capital, LLC
|
|
|
|
|
|
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Hill City Capital, LP
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
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|
|
Harbor Investment Advisory, Llc
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
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|
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
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|
Kornitzer Capital Management Inc /ks
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A
|
|
|
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|
Hartland & Co., LLC
|
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|
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|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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|
HFM Investment Advisors, LLC
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
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|
HighTower Advisors, LLC
|
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|
Captrust Financial Advisors
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Great West Life Assurance Co /can/
|
|
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|
Aureus Asset Management, LLC
|
|
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
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|
Hilltop Holdings Inc.
|
|
|
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|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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|
Summitry Llc
|
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|
Buckhead Capital Management Llc
|
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|
Redmond Asset Management, LLC
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|
Insight Advisors, LLC/ PA
|
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Algert Global Llc
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
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|
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|
Td Private Client Wealth Llc
|
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|
Fred Alger Management, Llc
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
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|
Lecap Asset Management Ltd
|
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
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|
Resources Investment Advisors, LLC.
|
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|
EULAV Asset Management
|
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|
XTX Topco Ltd
|
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|
JustInvest LLC
|
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|
Pathstone Holdings, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
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|
Diametric Capital, LP
|
|
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|
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|
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
JISOX - John Hancock Funds II - New Opportunities Fund Class 1
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
|
|
|
|
|
|
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
|
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund
|
|
|
|
|
|
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A
|
|
|
|
|
|
PQSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Value Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class
|
|
|
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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Hm Payson & Co
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Bellwether Advisors, LLC
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
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Aigen Investment Management, Lp
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SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
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B. Metzler seel. Sohn & Co. AG
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VCULX - VALIC Co I - Growth Fund
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Jarislowsky, Fraser Ltd
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TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I
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MAI Capital Management
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Bridgefront Capital, LLC
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Ronald Blue Trust, Inc.
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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National Bank Of Canada /fi/
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Voloridge Investment Management, Llc
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SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
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PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A
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Pictet Asset Management Holding SA
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Rhumbline Advisers
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FAMFX - FENIMORE ASSET MANAGEMENT TRUST - FAM Small Cap Fund Investor
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
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Illinois Municipal Retirement Fund
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Us Bancorp \de\
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LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
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Avantax Advisory Services, Inc.
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FTAG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Agriculture ETF
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CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
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Hsbc Holdings Plc
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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Xponance, Inc.
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