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180 Wealth Advisors, Llc
|
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|
|
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|
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
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|
Legal & General Group Plc
|
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Walleye Capital LLC
|
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Wellington Shields & Co., LLC
|
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
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|
Versant Capital Management, Inc
|
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Activest Wealth Management
|
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Westmount Partners, LLC
|
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SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
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|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
TCG Advisory Services, LLC
|
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|
LRI Investments, LLC
|
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Advisor Group Holdings, Inc.
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Options Solutions, Llc
|
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|
SRS Capital Advisors, Inc.
|
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PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
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|
Chilton Capital Management Llc
|
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|
Gabelli Funds Llc
|
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Voya Investment Management Llc
|
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Manufacturers Life Insurance Company, The
|
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Morgan Stanley
|
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|
Zrc Wealth Management, Llc
|
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|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
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|
|
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|
Signature Resources Capital Management, LLC
|
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TD Waterhouse Canada Inc.
|
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Creative Planning
|
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|
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|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
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|
Allworth Financial LP
|
|
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|
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|
Gamco Investors, Inc. Et Al
|
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|
PENN SERIES FUNDS INC - Small Cap Index Fund
|
|
|
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Baker Avenue Asset Management, LP
|
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|
Goldman Sachs Group Inc
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Intech Investment Management Llc
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
Daiwa Securities Group Inc.
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Crcm Lp
|
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Moneta Group Investment Advisors Llc
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
ORG Wealth Partners, LLC
|
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|
Bessemer Group Inc
|
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|
Alpha Wealth Funds, LLC
|
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Man Group plc
|
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|
Scientech Research LLC
|
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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|
Bbr Partners, Llc
|
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|
UMA Financial Services, Inc.
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Citadel Advisors Llc
|
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|
Catalyst Funds Management Pty Ltd
|
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|
Reyes Financial Architecture, Inc.
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
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|
GAMMA Investing LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
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|
Rockefeller Capital Management L.P.
|
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|
Marex Group plc
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
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|
MetLife Investment Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
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|
Polen Capital Management Llc
|
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|
Truvestments Capital Llc
|
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|
Macquarie Group Ltd
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Pvg Asset Management Corp
|
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|
Private Trust Co Na
|
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|
Susquehanna International Group, Llp
|
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|
Gf Fund Management Co. Ltd.
|
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|
Baker Bros. Advisors Lp
|
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|
Birchbrook, Inc.
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Arbiter Partners Capital Management LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
|
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Newtyn Management, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
One Fin Capital Management LP
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
|
|
|
|
|
Sessa Capital IM, L.P.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
NSIDX - Northern Funds - Northern Small Cap Index Fund
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Pier Capital, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
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BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
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|
BlackRock, Inc.
|
|
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
Rafferty Asset Management, LLC
|
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|
Highline Wealth Partners Llc
|
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|
Nuveen, LLC
|
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|
Jones Financial Companies Lllp
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
|
|
True Wealth Design, LLC
|
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|
Sei Investments Co
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
Caption Management, LLC
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|
Cresset Asset Management, LLC
|
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|
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|
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
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|
|
Aster Capital Management (DIFC) Ltd
|
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|
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|
Orion Portfolio Solutions, LLC
|
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|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
M&t Bank Corp
|
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|
State Street Corp
|
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|
Ridgewood Investments LLC
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Roble, Belko & Company, Inc
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Washington Trust Advisors, Inc.
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|
Johnson Financial Group, Inc.
|
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|
Tidemark, LLC
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
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|
Colony Group, LLC
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|
Wells Fargo & Company/mn
|
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SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I
|
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|
Global Trust Asset Management, LLC
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|
Tekla Life Sciences Investors
|
|
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|
Neuberger Berman Group LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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|
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|
Lavaca Capital Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
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|
Douglas Lane & Associates, LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
GWM Advisors LLC
|
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|
Tcw Group Inc
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Carnegie Capital Asset Management, LLC
|
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Nisa Investment Advisors, Llc
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Harbour Investments, Inc.
|
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|
Us Bancorp \de\
|
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Farallon Capital Management Llc
|
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Salem Investment Counselors Inc
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
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|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
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|
Banque Transatlantique SA
|
|
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|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
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|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
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|
Stifel Financial Corp
|
|
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|
North Star Investment Management Corp.
|
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DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
|
|
Decheng Capital LLC
|
|
|
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|
|
Concurrent Investment Advisors, LLC
|
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|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
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|
Whittier Trust Co
|
|
|
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|
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
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|
Pathstone Holdings, LLC
|
|
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|
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|
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
|
|
|
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|
Janus Henderson Group Plc
|
|
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|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
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|
TFC Financial Management
|
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|
MCF Advisors LLC
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Cwm, Llc
|
|
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|
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|
Prestige Wealth Management Group LLC
|
|
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|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Raymond James Financial Inc
|
|
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|
Toronto Dominion Bank
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
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|
Deutsche Bank Ag\
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
NOSGX - Northern Funds - Northern Small Cap Value Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Profunds - Profund Vp Biotechnology
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
EAM Investors, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
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Captrust Financial Advisors
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Slow Capital, Inc.
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Mariner, LLC
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Walleye Trading LLC
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Edgewood Management Llc
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SWAN Capital LLC
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Nwam Llc
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Spire Wealth Management
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Creative Capital Management Investments LLC
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Bell Investment Advisors, Inc
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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Symmetry Peak Management Llc
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WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund
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EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
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Assetmark, Inc
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EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
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EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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A. D. Beadell Investment Counsel, Inc.
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IFP Advisors, Inc
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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Wolff Wiese Magana Llc
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Mv Capital Management, Inc.
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PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
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Public Employees Retirement Association Of Colorado
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Price T Rowe Associates Inc /md/
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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Bank Of Montreal /can/
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WIM INVESTMENT MANAGEMENT Ltd
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MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
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Sittner & Nelson, Llc
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Invesco Ltd.
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SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
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HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
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Commerce Bank
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GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I
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KBC Group NV
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Commonwealth Equity Services, Llc
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Hudson Bay Capital Management LP
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VBCVX - VALIC Co I - Systematic Value Fund
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Loomis Sayles & Co L P
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
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Ubs Asset Management Americas Inc
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China Universal Asset Management Co., Ltd.
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Sunbelt Securities, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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Indiana Trust & Investment Management CO
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Profunds - Profund Vp Small-cap
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Geneos Wealth Management Inc.
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EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
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Capital Fund Management S.a.
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SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I
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Amundi
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Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
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DHJJ Financial Advisors, Ltd.
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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GeoWealth Management, LLC
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Barclays Plc
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