|
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Speece Thorson Capital Group Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I
|
|
|
|
|
|
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - Developing Growth Portfolio Class I
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Aristotle Capital Boston, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
|
|
|
|
|
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Growth
|
|
|
|
|
|
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
OSCV - ETF Series Solutions - Opus Small Cap Value ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I
|
|
|
|
|
