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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
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|
|
Hilltop National Bank
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
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|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Avion Wealth
|
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|
Quest Partners LLC
|
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|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
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|
Fullcircle Wealth Llc
|
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|
Signature Resources Capital Management, LLC
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|
Nisa Investment Advisors, Llc
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Register Financial Advisors LLC
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
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Park Avenue Securities Llc
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Harbour Investments, Inc.
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Maryland State Retirement & Pension System
|
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KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
State Street Corp
|
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Meyer Handelman Co
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Centiva Capital, LP
|
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Los Angeles Capital Management Llc
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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Handelsbanken Fonder AB
|
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Arlington Trust Co LLC
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
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|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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|
Skopos Labs, Inc.
|
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Nvwm, Llc
|
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
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ORG Partners LLC
|
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|
|
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z
|
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|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I
|
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|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Xponance, Inc.
|
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Private Wealth Asset Management, LLC
|
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Sandy Spring Bank
|
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Hudson Bay Capital Management LP
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
|
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Atlantic Union Bankshares Corp
|
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Crewe Advisors LLC
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Macquarie Group Ltd
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Northern Trust Corp
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Gabelli Equity Trust Inc
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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King Luther Capital Management Corp
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California State Teachers Retirement System
|
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
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New York State Teachers Retirement System
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
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|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
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|
XTX Topco Ltd
|
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|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
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|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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Steward Partners Investment Advisory, Llc
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Glenmede Trust Co Na
|
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Fulton Bank, N.a.
|
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
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Goldman Sachs Group Inc
|
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
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Cambridge Investment Research Advisors, Inc.
|
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Twin Peaks Wealth Advisors, LLC
|
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|
Park Square Financial Group, LLC
|
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|
Montag A & Associates Inc
|
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Evergreen Private Wealth LLC
|
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
|
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|
|
|
Whipplewood Advisors, LLC
|
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|
Avantax Advisory Services, Inc.
|
|
|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
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|
Quarry LP
|
|
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|
|
SIR Capital Management, L.P.
|
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|
Pflug Koory, LLC
|
|
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|
KBC Group NV
|
|
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|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
|
|
|
|
|
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Paradice Investment Management LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
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Northwestern Mutual Investment Management Company, Llc
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Sofos Investments, Inc.
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
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SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
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Financial Gravity Companies, Inc.
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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Banque Transatlantique SA
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Bfsg, Llc
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New Age Alpha Advisors, LLC
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Pictet Asset Management Holding SA
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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EverSource Wealth Advisors, LLC
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UBS Group AG
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Sterling Capital Management LLC
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Prestige Wealth Management Group LLC
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
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Inceptionr Llc
|
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Illinois Municipal Retirement Fund
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Norges Bank
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Thrivent Financial For Lutherans
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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EntryPoint Capital, LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Cetera Investment Advisers
|
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Larson Financial Group LLC
|
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|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
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Commerce Bank
|
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Bell Investment Advisors, Inc
|
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Asset Dedication, LLC
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Whittier Trust Co Of Nevada Inc
|
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund
|
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|
Security National Bank
|
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Hartland & Co., LLC
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MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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SeaBridge Investment Advisors LLC
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Occudo Quantitative Strategies Lp
|
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Bridges Investment Management Inc
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Oppenheimer & Co Inc
|
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GAMMA Investing LLC
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
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BRYN MAWR TRUST Co
|
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MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
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Quadrant Capital Group Llc
|
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FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A
|
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Securian Asset Management, Inc
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CIBC Asset Management Inc
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Parallel Advisors, LLC
|
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Massachusetts Financial Services Co /ma/
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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BNP Paribas Asset Management Holding S.A.
|
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|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
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|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
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Erste Asset Management GmbH
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
Dean Investment Associates, Llc
|
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|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
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|
Counterpoint Mutual Funds LLC
|
|
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|
Ci Investments Inc.
|
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Sagespring Wealth Partners, Llc
|
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|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
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|
Mutual Advisors, LLC
|
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|
Capital Group Investment Management Pte. Ltd.
|
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|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
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|
Copia Wealth Management
|
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|
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares
|
|
|
|
|
|
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class
|
|
|
|
|
|
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class
|
|
|
|
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|
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
|
|
|
|
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|
Zacks Investment Management
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Dean Capital Management
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Franklin Resources Inc
|
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|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
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Capital Advisors, Ltd. LLC
|
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Citigroup Inc
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National Asset Management, Inc.
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Logan Capital Management Inc
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FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
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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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Rhumbline Advisers
|
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Southeast Asset Advisors Inc.
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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|
Group One Trading, L.p.
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KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
|
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Silvercrest Asset Management Group Llc
|
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FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Mercer Global Advisors Inc /adv
|
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Corient IA LLC
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A
|
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|
LGT Group Foundation
|
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Simmons Bank
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Verition Fund Management LLC
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Toroso Investments, LLC
|
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QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
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|
Anchor Investment Management, LLC
|
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Icon Advisers Inc/co
|
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HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class
|
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|
Silicon Valley Capital Partners
|
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Tradewinds Capital Management, LLC
|
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Shelton Capital Management
|
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Jain Global LLC
|
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Charles Schwab Investment Management Inc
|
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Welch Group, LLC
|
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Personal Cfo Solutions, Llc
|
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UMA Financial Services, Inc.
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Forum Financial Management, LP
|
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Transatlantique Private Wealth Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
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Pier 88 Investment Partners Llc
|
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Bank Of America Corp /de/
|
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Creative Planning
|
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Twin Capital Management Inc
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Profund Advisors Llc
|
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Horizon Investments, LLC
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Bnp Paribas Arbitrage, Sa
|
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HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
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|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
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|
Pacer Advisors, Inc.
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
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|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Natixis Advisors, L.p.
|
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PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
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|
|
Capital International Sarl
|
|
|
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|
Walleye Trading LLC
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A
|
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|
|
|
SG Americas Securities, LLC
|
|
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|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
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|
Us Bancorp \de\
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
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|
|
Atlantic Trust, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Growth Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
TimesSquare Capital Management, LLC
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Yorktown Management & Research Co Inc
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Thompson Investment Management, Inc.
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Jfs Wealth Advisors, Llc
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FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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Burney Co/
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Sei Investments Co
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TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
|
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Turtle Creek Asset Management Inc.
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PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
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|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
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TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
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Allspring Global Investments Holdings, LLC
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
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FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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MetLife Investment Management, LLC
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Vident Advisory, LLC
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Magnolia Capital Advisors Llc
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Van Eck Associates Corp
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
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Humankind Benefit Corp - Humankind US Stock ETF
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ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
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Dimensional Fund Advisors Lp
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
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Segall Bryant & Hamill, Llc
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Family Management Corp
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Keeley-Teton Advisors, LLC
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Hemington Wealth Management
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
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Private Wealth Management Group, LLC
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New York Life Investment Management Llc
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RMB Capital Management, LLC
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FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
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DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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California Public Employees Retirement System
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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Geode Capital Management, Llc
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TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A
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Profunds - Profund Vp Ultramid-cap
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Loomis Sayles & Co L P
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IPDP - Listed Funds Trust - Dividend Performers ETF
|
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Profunds - Profund Vp Mid-cap Value
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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Mariner, LLC
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Westfield Capital Management Co Lp
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Profunds - Profund Vp Mid-cap Growth
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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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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FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
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Treasurer of the State of North Carolina
|
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FORA Capital, LLC
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Boston Trust Walden Corp
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Janus Henderson Group Plc
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Capital Analysts, Inc.
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio
|
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|
Tower Research Capital LLC (TRC)
|
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OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I
|
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Whittier Trust Co
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Capital International Inc /ca/
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Sachetta, LLC
|
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GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
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JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Greenleaf Trust
|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
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|
DAVENPORT & Co LLC
|
|
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|
Strs Ohio
|
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|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
|
|
|
Intech Investment Management Llc
|
|
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|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
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|
|
Payden & Rygel
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
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DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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DekaBank Deutsche Girozentrale
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
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Gamco Investors, Inc. Et Al
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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WealthTrak Capital Management LLC
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MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
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Ieq Capital, Llc
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EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
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M&t Bank Corp
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RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I
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Capstone Investment Advisors, Llc
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Rise Advisors, LLC
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Boston Partners
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
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Picton Mahoney Asset Management
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Empowered Funds, LLC
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Central Pacific Bank - Trust Division
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Toronto Dominion Bank
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KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
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Voya Investment Management Llc
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GeoWealth Management, LLC
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Bartlett & Co. Wealth Management Llc
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Chicago Partners Investment Group LLC
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Lazard Asset Management Llc
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FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
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Bank of New York Mellon Corp
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Financial Management Professionals, Inc.
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Assenagon Asset Management S.A.
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Romano Brothers And Company
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Brown Advisory Inc
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O'shaughnessy Asset Management, Llc
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Bessemer Group Inc
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Credit Agricole S A
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
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J. L. Bainbridge & Co., Inc.
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TD Waterhouse Canada Inc.
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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Blair William & Co/il
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AdvisorNet Financial, Inc
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GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
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New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T
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American Century Companies Inc
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SOUTH STATE Corp
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SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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Merit Financial Group, LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Oppenheimer Asset Management Inc.
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
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PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
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Mawer Investment Management Ltd.
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Everhart Financial Group, Inc.
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Andina Capital Management, LLC
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Federated Hermes, Inc.
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NewSquare Capital LLC
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
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MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
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Capital Group Private Client Services, Inc.
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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MTM Investment Management, LLC
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
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RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I
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Mount Yale Investment Advisors, LLC
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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Meeder Asset Management Inc
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Principal Financial Group Inc
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
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Weil Company, Inc.
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Price T Rowe Associates Inc /md/
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CVA Family Office, LLC
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
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Kestra Advisory Services, LLC
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Aqr Capital Management Llc
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Park Place Capital Corp
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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GPS Wealth Strategies Group, LLC
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OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T
|
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SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
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Smithfield Trust Co
|
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Hrt Financial Lp
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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Brevan Howard Capital Management LP
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
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Janney Montgomery Scott LLC
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Teacher Retirement System Of Texas
|
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Covestor Ltd
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Impax Asset Management Group plc
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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Ameriprise Financial Inc
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Jane Street Group, Llc
|
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State Of Michigan Retirement System
|
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Brown Brothers Harriman & Co
|
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Teachers Retirement System Of The State Of Kentucky
|
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Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
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