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MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
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VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
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|
EAM Investors, LLC
|
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Swiss National Bank
|
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Wealth Preservation Advisors, LLC
|
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|
Financial Avengers, Inc.
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
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|
Westfield Capital Management Co Lp
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Arrowstreet Capital, Limited Partnership
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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POM Investment Strategies, LLC
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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AE Wealth Management LLC
|
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Advisors Asset Management, Inc.
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Royce Value Trust Inc
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
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Vanguard Group Inc
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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Connor, Clark & Lunn Investment Management Ltd.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Sierra Ocean, Llc
|
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Castleark Management Llc
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Envestnet Asset Management Inc
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Northwest Capital Management Inc
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Janus Henderson Group Plc
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Fortis Group Advisors, LLC
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Plante Moran Financial Advisors, LLC
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Assetmark, Inc
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Goldman Sachs Group Inc
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ADPV - Series Portfolios Trust - Adaptiv Select ETF
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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Dogwood Wealth Management LLC
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Your Advocates Ltd., LLP
|
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Aviso Financial Inc.
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Voya Investment Management Llc
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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1st Source Bank
|
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IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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STXM - EA Series Trust - Strive Mid-Cap ETF
|
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Spdr S&p Midcap 400 Etf Trust
|
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Kilter Group LLC
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Tompkins Financial Corp
|
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Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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Jfs Wealth Advisors, Llc
|
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S&t Bank/pa
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M&t Bank Corp
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FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
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FSA Wealth Management LLC
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Centennial Bank/AR/
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Ubs Asset Management Americas Inc
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Candriam Luxembourg S.C.A.
|
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CVA Family Office, LLC
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Motley Fool Asset Management LLC
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State Board Of Administration Of Florida Retirement System
|
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First United Bank Trust/
|
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Thrivent Core Funds - Thrivent Core Small Cap Value Fund
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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Ameriprise Financial Inc
|
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Gabelli Dividend & Income Trust
|
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Crestwood Advisors Group LLC
|
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Guggenheim Strategic Opportunities Fund
|
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Commerce Bank
|
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New England Capital Financial Advisors LLC
|
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Skopos Labs, Inc.
|
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Allianz Asset Management GmbH
|
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Mml Investors Services, Llc
|
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Gotham Asset Management, LLC
|
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DT Investment Partners, LLC
|
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Bessemer Group Inc
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
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|
Handelsbanken Fonder AB
|
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|
Private Wealth Management Group, LLC
|
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|
Peoples Financial Services Corp.
|
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Hazlett, Burt & Watson, Inc.
|
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|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
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|
Wells Financial Advisors INC
|
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
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|
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|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
|
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|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
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|
|
Mercer Global Advisors Inc /adv
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
|
MetLife Investment Management, LLC
|
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|
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|
|
Pacer Advisors, Inc.
|
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|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Sunbelt Securities, Inc.
|
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|
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|
Boyd Watterson Asset Management Llc/oh
|
|
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|
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|
Capital A Wealth Management, LLC
|
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|
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|
|
Thompson Investment Management, Inc.
|
|
|
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|
|
Sandy Spring Bank
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Engle Capital Management, L.P.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
EAM Global Investors LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
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|
Optimum Investment Advisors
|
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Strengthening Families & Communities, LLC
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
|
Eastern Bank
|
|
|
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|
Olistico Wealth, LLC
|
|
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF
|
|
|
|
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|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
Xponance, Inc.
|
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|
Lavaca Capital Llc
|
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Nbc Securities, Inc.
|
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|
KBC Group NV
|
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TCTC Holdings, LLC
|
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|
Geneos Wealth Management Inc.
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|
Trust Co Of Vermont
|
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Atticus Wealth Management, Llc
|
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Addison Advisors LLC
|
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Mpwm Advisory Solutions, Llc
|
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Quantinno Capital Management LP
|
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|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
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|
denkapparat Operations GmbH
|
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|
New York State Common Retirement Fund
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
|
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|
Legal & General Group Plc
|
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|
Toth Financial Advisory Corp
|
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|
Citadel Advisors Llc
|
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LRI Investments, LLC
|
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City State Bank
|
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|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
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|
Twin Tree Management, LP
|
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|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
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|
|
|
Kozak & Associates, Inc.
|
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|
Harbour Investments, Inc.
|
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Transcend Wealth Collective, Llc
|
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|
Mackenzie Financial Corp
|
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Atria Investments Llc
|
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Prelude Capital Management, Llc
|
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Centiva Capital, LP
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
|
Zimmer Partners, LP
|
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|
Hollencrest Capital Management
|
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|
AllSquare Wealth Management LLC
|
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Occudo Quantitative Strategies Lp
|
|
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|
Nbt Bank N A /ny
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
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|
|
Price T Rowe Associates Inc /md/
|
|
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|
Resources Investment Advisors, LLC.
|
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|
Ckw Financial Group
|
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|
Pathstone Holdings, LLC
|
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|
Global Wealth Strategies & Associates
|
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Kestra Advisory Services, LLC
|
|
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|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
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|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
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|
Innealta Capital, Llc
|
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|
Evermay Wealth Management Llc
|
|
|
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|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
VSSVX - VALIC Co I - Small Cap Special Values Fund
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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|
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|
Raelipskie Partnership
|
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|
Strs Ohio
|
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|
GWM Advisors LLC
|
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TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
|
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|
LPL Financial LLC
|
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|
Mechanics Financial Corp
|
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|
Pnc Financial Services Group, Inc.
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
Platinum Investment Management Ltd
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
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|
BRYN MAWR TRUST Co
|
|
|
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|
|
Barnes Dennig Private Wealth Management LLC
|
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|
Systematic Alpha Investments, LLC
|
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|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
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|
GoalVest Advisory LLC
|
|
|
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|
Bangor Savings Bank
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
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|
Federation des caisses Desjardins du Quebec
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Cheviot Value Management, LLC
|
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|
Bank of New York Mellon Corp
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Tsfg, Llc
|
|
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|
HB Wealth Management, LLC
|
|
|
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|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
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|
|
|
Maryland Capital Advisors Inc.
|
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|
Valley National Advisers Inc
|
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Eventide Asset Management, Llc
|
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NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
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|
|
Hopwood Financial Services, Inc.
|
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|
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MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares
|
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|
|
|
Avantax Advisory Services, Inc.
|
|
|
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|
|
Key FInancial Inc
|
|
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|
|
|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
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|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
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|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
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|
BTC Capital Management, Inc.
|
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|
Coston, McIsaac & Partners
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Fulton Bank, N.a.
|
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Evelyn Partners Investment Management LLP
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
|
|
Bank Of Montreal /can/
|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
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|
|
Neo Ivy Capital Management
|
|
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|
SOA Wealth Advisors, LLC.
|
|
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|
|
Red Tortoise LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
DME Capital Management, LP
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
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|
TFC Financial Management
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
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|
Wells Fargo & Company/mn
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
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|
|
Motco
|
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|
State of Tennessee, Treasury Department
|
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|
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|
Clarity Asset Management, Inc.
|
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
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|
Bleakley Financial Group, LLC
|
|
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|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
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Creative Financial Designs Inc /adv
|
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CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A
|
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Massmutual Trust Co Fsb/adv
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State Street Corp
|
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Atlantic Trust, LLC
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Fmr Llc
|
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|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
TD Waterhouse Canada Inc.
|
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Stifel Financial Corp
|
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Cwm, Llc
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Activest Wealth Management
|
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Penserra Capital Management LLC
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Ronald Blue Trust, Inc.
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
HighMark Wealth Management LLC
|
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Anchor Investment Management, LLC
|
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Profunds - Profund Vp Mid-cap Growth
|
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|
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|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
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Park Place Capital Corp
|
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Profund Advisors Llc
|
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Group One Trading, L.p.
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
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|
Brown Brothers Harriman & Co
|
|
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|
First Command Advisory Services, Inc.
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Private Wealth Asset Management, LLC
|
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Police & Firemen's Retirement System of New Jersey
|
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Wood Tarver Financial Group, LLC
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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|
Cornerstone Planning Group LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
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|
Kimelman & Baird, LLC
|
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
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Great West Life Assurance Co /can/
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Fourth Dimension Wealth, LLC
|
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ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
|
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|
Hughes Financial Services, LLC
|
|
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|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
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|
Jones Financial Companies Lllp
|
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Resources Management Corp /ct/ /adv
|
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|
Bokf, Na
|
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FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
|
|
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|
Man Group plc
|
|
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
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|
CoreCap Advisors, LLC
|
|
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|
|
Compass Financial Services Inc
|
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|
Petrus Trust Company, LTA
|
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|
First Trust Advisors Lp
|
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|
Parallel Advisors, LLC
|
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|
Armstrong Advisory Group, Inc
|
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|
Maple Rock Capital Partners Inc.
|
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|
Millennium Management Llc
|
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|
EverSource Wealth Advisors, LLC
|
|
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|
Versor Investments LP
|
|
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|
Jacobs Levy Equity Management, Inc
|
|
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|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
|
|
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|
|
|
Credit Agricole S A
|
|
|
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|
|
BankPlus Trust Department
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
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|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
|
Buckingham Strategic Partners
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
North Capital, Inc.
|
|
|
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|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Penn Capital Management Co Inc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Towle & Co
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Herald Investment Management Ltd
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
ADKSX - Adirondack Funds - Adirondack Small Cap Fund
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
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Brevan Howard Capital Management LP
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Heritage Wealth Advisors
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
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Sofos Investments, Inc.
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EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
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N.E.W. Advisory Services LLC
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Hsbc Holdings Plc
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New York State Teachers Retirement System
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Financial Gravity Companies, Inc.
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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Braun Stacey Associates Inc
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Wolverine Trading, Llc
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EBI - RBB Fund Trust - Longview Advantage ETF
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
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Cape Investment Advisory, Inc.
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Hantz Financial Services, Inc.
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HighTower Advisors, LLC
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Yousif Capital Management, Llc
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Nordea Investment Management Ab
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Rialto Wealth Management, LLC
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CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
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NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
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Frazier Financial Advisors, LLC
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Parkworth Wealth Management, Inc.
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Merit Financial Group, LLC
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Invesco Ltd.
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Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
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Spire Wealth Management
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Sky Investment Group LLC
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Arnhold LLC
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Raymond James Financial Inc
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Stansberry Asset Management, Llc
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Triasima Portfolio Management inc.
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SG Americas Securities, LLC
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GFG Capital, LLC
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CGC Financial Services, LLC
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Peak6 Llc
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SWAN Capital LLC
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Hoey Investments, Inc
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FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
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Oakworth Capital, Inc.
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DiNuzzo Private Wealth, Inc.
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Deseret Mutual Benefit Administrators
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IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
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Integrated Wealth Concepts LLC
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Harbor Asset Planning, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
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NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A
|
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Prestige Wealth Management Group LLC
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
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PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class
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Barrett & Company, Inc.
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Wedbush Securities Inc
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Shell Asset Management Co
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XTX Topco Ltd
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MJT & Associates Financial Advisory Group, Inc.
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Sound View Wealth Advisors Group, LLC
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Pinnacle Financial Partners Inc
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Financial Management Professionals, Inc.
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California Public Employees Retirement System
|
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RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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Cynosure Management, Llc
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Algert Global Llc
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IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Field & Main Bank
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Comerica Bank
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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Shelton Capital Management
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
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|
Avalon Trust Co
|
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Truist Financial Corp
|
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LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
|
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Callan Family Office, LLC
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Gmt Capital Corp
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KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
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|
Fifth Third Bancorp
|
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|
MCF Advisors LLC
|
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|
Total Wealth Planning & Management, Inc.
|
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|
Godsey & Gibb Associates
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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J. Goldman & Co LP
|
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|
Crewe Advisors LLC
|
|
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|
FSC Wealth Advisors, LLC
|
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|
Boston Partners
|
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|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Colony Group, LLC
|
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|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
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|
|
IFP Advisors, Inc
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
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|
|
Albion Financial Group /ut
|
|
|
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|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
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|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
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|
