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Webster Bank, N. A.
|
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FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
New Millennium Group LLC
|
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|
DT Investment Partners, LLC
|
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Piscataqua Savings Bank
|
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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|
Level Four Advisory Services, Llc
|
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FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
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|
Neuberger Berman Group LLC
|
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Generali Asset Management SPA SGR
|
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Brant Point Investment Management Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
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|
Pacific Center for Financial Services
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Mml Investors Services, Llc
|
|
|
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|
Truist Financial Corp
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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|
J. Goldman & Co LP
|
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|
Fmr Llc
|
|
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|
Price T Rowe Associates Inc /md/
|
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|
Ransom Advisory, Ltd
|
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|
Creative Planning
|
|
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Ing Groep Nv
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
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|
Ameriprise Financial Inc
|
|
|
|
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|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
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Stanley Capital Management, LLC
|
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Mariner, LLC
|
|
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|
Canada Pension Plan Investment Board
|
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|
Rathbone Brothers plc
|
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|
Investment Counsel Co Of Nevada
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
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|
Principal Financial Group Inc
|
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|
Atlas Capital Advisors Llc
|
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CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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Whittier Trust Co
|
|
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|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
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|
State of New Jersey Common Pension Fund D
|
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|
Public Employees Retirement System Of Ohio
|
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
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|
First Hawaiian Bank
|
|
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|
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Spire Wealth Management
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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CX Institutional
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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First Trust Advisors Lp
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Federated Hermes, Inc.
|
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Aristides Capital LLC
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
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|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
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|
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
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|
First Horizon Advisors, Inc.
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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|
Anchor Investment Management, LLC
|
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|
Natixis
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Nbc Securities, Inc.
|
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Van Den Berg Management I, Inc
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
Northwestern Mutual Wealth Management Co
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
Group One Trading, L.p.
|
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|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Bank of New York Mellon Corp
|
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|
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|
Rise Advisors, LLC
|
|
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|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
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|
Commerce Bank
|
|
|
|
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|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
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|
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|
Ci Investments Inc.
|
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
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|
Sandy Spring Bank
|
|
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|
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|
Alliancebernstein L.p.
|
|
|
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|
Squarepoint Ops LLC
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Cubist Systematic Strategies, LLC
|
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|
Allworth Financial LP
|
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|
North Capital, Inc.
|
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Shell Asset Management Co
|
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|
New York State Teachers Retirement System
|
|
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
State of Tennessee, Treasury Department
|
|
|
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|
Plante Moran Financial Advisors, LLC
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Parallel Advisors, LLC
|
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|
Greenleaf Trust
|
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AdvisorNet Financial, Inc
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
River Road Asset Management, LLC
|
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Seacrest Wealth Management, Llc
|
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Wells Fargo & Company/mn
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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|
Geneos Wealth Management Inc.
|
|
|
|
|
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MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
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BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
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|
Ancora Advisors, LLC
|
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JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
|
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State Street Corp
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Goldman Sachs Group Inc
|
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|
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|
|
Virginia Retirement Systems Et Al
|
|
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|
Skopos Labs, Inc.
|
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Deutsche Bank Ag\
|
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CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A
|
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Quest Partners LLC
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Woodline Partners LP
|
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Loomis Sayles & Co L P
|
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MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class
|
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|
Vanguard Group Inc
|
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Ronald Blue Trust, Inc.
|
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Activest Wealth Management
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Altshuler Shaham Ltd
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class
|
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True Wealth Design, LLC
|
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SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class
|
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Hm Payson & Co
|
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TD Waterhouse Canada Inc.
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Sunbelt Securities, Inc.
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Royce & Associates Lp
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Wedge Capital Management L L P/nc
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Stifel Financial Corp
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South Dakota Investment Council
|
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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CENTRAL TRUST Co
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
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|
Utah Retirement Systems
|
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|
Royce Global Value Trust, Inc.
|
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Maseco Llp
|
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Us Bancorp \de\
|
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
|
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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SG Americas Securities, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
Keeley-Teton Advisors, LLC
|
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|
Brown Brothers Harriman & Co
|
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|
Bellevue Asset Management, Llc
|
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|
Baird Financial Group, Inc.
|
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GWM Advisors LLC
|
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|
Aster Capital Management (DIFC) Ltd
|
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|
London Co Of Virginia
|
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|
Numerai GP LLC
|
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
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|
CIBC World Markets Inc.
|
|
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|
|
Toroso Investments, LLC
|
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|
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|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
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|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
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|
|
Wealthquest Corp
|
|
|
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|
NewSquare Capital LLC
|
|
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|
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Banyan Capital Management, Inc.
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
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|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
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|
Rnc Capital Management Llc
|
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|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
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|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
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|
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|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
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|
HB Wealth Management, LLC
|
|
|
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|
Beacon Capital Management, LLC
|
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
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|
Skylands Capital, LLC
|
|
|
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
|
|
Balyasny Asset Management Llc
|
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|
|
|
|
Campbell & CO Investment Adviser LLC
|
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|
|
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|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
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|
John G Ullman & Associates Inc
|
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|
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|
SJS Investment Consulting Inc.
|
|
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|
Treasurer of the State of North Carolina
|
|
|
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
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|
|
Addison Advisors LLC
|
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|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Intech Investment Management Llc
|
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|
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|
|
Massachusetts Financial Services Co /ma/
|
|
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|
KBC Group NV
|
|
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|
|
|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
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|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
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|
Welch & Forbes Llc
|
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|
Transcend Wealth Collective, Llc
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
MQS Management LLC
|
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|
Versant Capital Management, Inc
|
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|
Dimensional Fund Advisors Lp
|
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|
Putney Financial Group LLC
|
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|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
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|
Kestra Investment Management, LLC
|
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|
|
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
|
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TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A
|
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Readystate Asset Management Lp
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
Oppenheimer Asset Management Inc.
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Nuveen Core Equity Alpha Fund
|
|
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|
MetLife Investment Management, LLC
|
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|
Adirondack Trust Co
|
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|
Profunds - Profund Vp Ultramid-cap
|
|
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|
Pnc Financial Services Group, Inc.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
Segment Wealth Management, LLC
|
|
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|
Citigroup Inc
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Hrt Financial Lp
|
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|
|
Quantinno Capital Management LP
|
|
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|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
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|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
|
|
|
|
|
|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
AdvisorShares Investments LLC
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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Pathstone Holdings, LLC
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Legal & General Group Plc
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Cramer Rosenthal Mcglynn Llc
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GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
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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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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
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TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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Private Trust Co Na
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Harvey Investment Co Llc
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Baader Bank INC
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California Public Employees Retirement System
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Mountain Pacific Investment Advisers Inc/id
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Pictet Asset Management Holding SA
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
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Golden State Wealth Management, LLC
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Teacher Retirement System Of Texas
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Xponance, Inc.
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Cromwell Holdings LLC
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Royce Value Trust Inc
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Vestcor Inc
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Creative Financial Designs Inc /adv
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T. Rowe Price Investment Management, Inc.
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
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Brass Tax Wealth Management, Inc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Verition Fund Management LLC
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Schubert & Co
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DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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Mutual Of America Capital Management Llc
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Front Street Capital Management, Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Gamco Investors, Inc. Et Al
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Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
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MAI Capital Management
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
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Swiss National Bank
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Jpmorgan Chase & Co
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Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
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Man Group plc
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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Boyd Watterson Asset Management Llc/oh
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Clark Estates Inc/ny
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Smallwood Wealth Investment Management, LLC
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Janus Henderson Group Plc
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Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
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National Bank Of Canada /fi/
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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New Mexico Educational Retirement Board
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Algert Global Llc
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Foundry Partners, LLC
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HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio
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PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
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Franklin Resources Inc
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
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Farther Finance Advisors, LLC
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Assetmark, Inc
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Smartleaf Asset Management LLC
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SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
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CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
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Nisa Investment Advisors, Llc
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
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Hennessy Advisors Inc
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
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Cwm, Llc
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Annis Gardner Whiting Capital Advisors, LLC
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Choate Investment Advisors
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Hazlett, Burt & Watson, Inc.
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Colonial Trust Co / SC
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Hudson Bay Capital Management LP
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Kestra Advisory Services, LLC
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Fortitude Family Office, LLC
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Bruce G. Allen Investments, LLC
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TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
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Strs Ohio
|
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Nuveen, LLC
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Manufacturers Life Insurance Company, The
|
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Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Nordea Investment Management Ab
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
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Counterpoint Mutual Funds LLC
|
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Hillsdale Investment Management Inc.
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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Schroder Investment Management Group
|
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|
Parkworth Wealth Management, Inc.
|
|
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Sequoia Financial Advisors, LLC
|
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|
Optimum Investment Advisors
|
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TARKX - Clark Fork Trust - Tarkio Fund
|
|
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|
Handelsbanken Fonder AB
|
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
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|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Ubs Asset Management Americas Inc
|
|
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|
Sterling Capital Management LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
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|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
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|
Accent Capital Management, LLC
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Turtle Creek Asset Management Inc.
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
