|
Twin Peaks Wealth Advisors, LLC
|
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|
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|
Cubist Systematic Strategies, LLC
|
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|
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|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
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|
Golden State Wealth Management, LLC
|
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|
Steward Partners Investment Advisory, Llc
|
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|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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|
Advisors Capital Management, LLC
|
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
|
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|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
Exchange Traded Concepts, Llc
|
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FINX - Global X Funds - Global X FinTech ETF
|
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|
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
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|
Bangor Savings Bank
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
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|
LPL Financial LLC
|
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|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Creekmur Asset Management LLC
|
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|
Gallacher Capital Management LLC
|
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|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
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|
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Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
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|
Public Employees Retirement Association Of Colorado
|
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|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
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|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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|
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|
CSM Advisors, LLC
|
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Empowered Funds, LLC
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Fifth Third Bancorp
|
|
|
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
KBC Group NV
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Peregrine Asset Advisers, Inc.
|
|
|
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|
Larson Financial Group LLC
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
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|
MAI Capital Management
|
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|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Mercer Global Advisors Inc /adv
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
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|
BRYN MAWR TRUST Co
|
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|
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF
|
|
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|
Cerity Partners LLC
|
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|
44 Wealth Management Llc
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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|
Yousif Capital Management, Llc
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Graham Capital Management, L.P.
|
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|
Raymond James Financial Inc
|
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Bay Harbor Wealth Management, LLC
|
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|
New York State Common Retirement Fund
|
|
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Parallel Advisors, LLC
|
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|
Los Angeles Capital Management Llc
|
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|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Allianz Asset Management GmbH
|
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SBI Securities Co., Ltd.
|
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FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
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|
SJS Investment Consulting Inc.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
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|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
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|
Bell Investment Advisors, Inc
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
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|
Aviance Capital Partners, LLC
|
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|
Rhumbline Advisers
|
|
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|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Peregrine Capital Management Llc
|
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|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF
|
|
|
|
|
|
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Portolan Capital Management, LLC
|
|
|
|
|
|
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity
|
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|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
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|
Integrated Investment Consultants, LLC
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
State of Alaska, Department of Revenue
|
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SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF
|
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|
Acadian Asset Management Llc
|
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Massmutual Trust Co Fsb/adv
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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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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|
Pnc Financial Services Group, Inc.
|
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Cornerstone Planning Group LLC
|
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SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Envestnet Asset Management Inc
|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Bare Financial Services, Inc
|
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DekaBank Deutsche Girozentrale
|
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Mariner, LLC
|
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Leuthold Group, Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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|
Wolverine Asset Management Llc
|
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Ameriprise Financial Inc
|
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Amundi
|
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Capital Fund Management S.a.
|
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Elo Mutual Pension Insurance Co
|
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FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
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|
Worldquant Millennium Advisors Llc
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
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|
Stephens Investment Management Group LLC
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
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|
Tudor Investment Corp Et Al
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
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|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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|
Virtue Capital Management, LLC
|
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Pallas Capital Advisors LLC
|
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Fox Run Management, L.l.c.
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LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
|
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|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
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|
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H
|
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|
Victory Capital Management Inc
|
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Kilter Group LLC
|
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Glenmede Trust Co Na
|
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Albion Financial Group /ut
|
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IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
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DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
Public Sector Pension Investment Board
|
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EverSource Wealth Advisors, LLC
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
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Atlas Capital Advisors Llc
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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|
Spire Wealth Management
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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Corton Capital Inc.
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
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|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
Moody Aldrich Partners Llc
|
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|
|
Creative Planning
|
|
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|
Natixis
|
|
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
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|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
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|
|
Goldman Sachs Group Inc
|
|
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|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
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|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
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|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Royce Value Trust Inc
|
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SGPIX - Profunds - Small-cap Growth Profund Investor Class
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
Edgestream Partners, L.P.
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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NODE - VanEck Funds - Onchain Economy ETF
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Royal Bank Of Canada
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Bessemer Group Inc
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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|
Eqis Capital Management, Inc.
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FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
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|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
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|
Dogwood Wealth Management LLC
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Jackson Creek Investment Advisors LLC
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ADPV - Series Portfolios Trust - Adaptiv Select ETF
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
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Apollon Wealth Management, LLC
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Two Sigma Investments, Lp
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O'Neil Global Advisors, Inc.
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
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Prudential Financial Inc
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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Susquehanna Fundamental Investments, Llc
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
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Public Employees Retirement System Of Ohio
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
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GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
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Vident Advisory, LLC
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Natixis Advisors, L.p.
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
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Penserra Capital Management LLC
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Harvest Fund Management Co., Ltd
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Prana Capital Management, LP
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
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Quest Partners LLC
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True Wealth Design, LLC
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New England Research & Management, Inc.
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF
|
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Rossby Financial, LCC
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Mirae Asset Global Investments Co., Ltd.
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Nbc Securities, Inc.
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Ausdal Financial Partners, Inc.
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Mitsubishi UFJ Trust & Banking Corp
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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Martingale Asset Management L P
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CIBC World Markets Inc.
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Global Retirement Partners, LLC
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
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Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
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XTX Topco Ltd
|
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Colony Group, LLC
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Toroso Investments, LLC
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SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
Creative Financial Designs Inc /adv
|
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Verition Fund Management LLC
|
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Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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Profunds - Profund Vp Small-cap Growth
|
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Wiley Bros.-aintree Capital, Llc
|
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Mark Sheptoff Financial Planning, Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Credit Agricole S A
|
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Norden Group Llc
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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Peddock Capital Advisors, Llc
|
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CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
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|
Invesco Ltd.
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Janney Montgomery Scott LLC
|
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|
Old National Bancorp /in/
|
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Glen Eagle Advisors, LLC
|
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Wellington Management Group Llp
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
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|
Hahn Capital Management Llc
|
|
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|
Traub Capital Management LLC
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
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|
Epacria Capital Partners, Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
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|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
ADKSX - Adirondack Funds - Adirondack Small Cap Fund
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
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KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
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Arizona State Retirement System
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Red Tortoise LLC
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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Crossmark Global Holdings, Inc.
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Moran Wealth Management, LLC
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Picton Mahoney Asset Management
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
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Northern Oak Wealth Management Inc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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Neuberger Berman Group LLC
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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Brinker Capital Investments, LLC
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Aqr Capital Management Llc
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Diversify Advisory Services, LLC
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
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Ensign Peak Advisors, Inc
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SG Americas Securities, LLC
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Townsquare Capital Llc
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Operose Advisors LLC
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
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Oppenheimer & Co Inc
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RBF Capital, LLC
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Rialto Wealth Management, LLC
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Versant Capital Management, Inc
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
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OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
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Atria Investments Llc
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Mutual Of America Capital Management Llc
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Sherbrooke Park Advisers Llc
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HFM Investment Advisors, LLC
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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Rothschild Investment Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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VBCVX - VALIC Co I - Systematic Value Fund
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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CIBC Private Wealth Group, LLC
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Measured Wealth Private Client Group, LLC
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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Simplex Trading, Llc
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Truist Financial Corp
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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Triasima Portfolio Management inc.
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VCGAX - VALIC Co I - Growth & Income Fund
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MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class
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Forza Wealth Management, LLC
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
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Sanders Morris Harris Llc
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
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Horizon Investments, LLC
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USA Financial Portformulas Corp
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State Of Wisconsin Investment Board
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Amalgamated Bank
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CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
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AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF
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Trexquant Investment LP
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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D. E. Shaw & Co., Inc.
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Russell Investments Group, Ltd.
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Ibex Wealth Advisors
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
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Congress Asset Management Co /ma
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Gamco Investors, Inc. Et Al
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
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Vestcor Inc
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
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Vontobel Holding Ltd.
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Engineers Gate Manager LP
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
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Optimist Retirement Group LLC
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
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Centiva Capital, LP
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Hantz Financial Services, Inc.
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Geode Capital Management, Llc
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Wells Fargo & Company/mn
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Park Avenue Securities Llc
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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